JFS Wealth Advisors
TDS icon

JFS Wealth Advisors’s Telephone and Data Systems TDS Stock Holding History

JFS Wealth Advisors’s Portfolio TDS Stock Details TDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.26K Buy
96
+7
+8% +$245 ﹤0.01% 1408
2026
Q2 		$3.29K Buy
89
+6
+7% +$253 ﹤0.01% 1450
2026
Q1 		$3.5K Sell
83
-3
-3% -$132 ﹤0.01% 1320
2025
Q4 		$3.53K Buy
86
+23
+37% +$896 ﹤0.01% 1374
2025
Q3 		$2.47K Hold
63
– – ﹤0.01% 1380
2025
Q2 		$2.24K Buy
63
+12
+24% +$421 ﹤0.01% 1365
2025
Q1 		$1.98K Buy
51
+25
+96% +$900 ﹤0.01% 1469
2024
Q4 		$887 Buy
26
+21
+420% +$639 ﹤0.01% 1694
2024
Q3 		$117 Hold
5
– – ﹤0.01% 1894
2024
Q2 		$104 Hold
5
– – ﹤0.01% 1928
2024
Q1 		$81 Sell
5
-15
-75% -$256 ﹤0.01% 1959
2023
Q4 		$367 Buy
20
+1
+5% +$18 ﹤0.01% 1843
2023
Q3 		$348 Sell
19
-36
-65% -$520 ﹤0.01% 1796
2023
Q2 		$453 Buy
55
+1
+2% +$8 ﹤0.01% 1775
2023
Q1 		$568 Sell
54
-2
-4% -$23 ﹤0.01% 1704
2022
Q4 		$587 Buy
56
+19
+51% +$235 ﹤0.01% 1714
2022
Q3 		$1K Sell
37
-15
-29% -$238 ﹤0.01% 1655
2022
Q2 		$1K Sell
52
-35
-40% -$625 ﹤0.01% 1644
2022
Q1 		$2K Buy
87
+51
+142% +$986 ﹤0.01% 1502
2021
Q4 		$1K Buy
+36
New +$702 ﹤0.01% 1572
2015
Q3 		– Sell
-900
Closed -$22K – 566
2015
Q2 		$22K Hold
900
– – 0.01% 266
2015
Q1 		$23K Buy
900
+200
+29% +$5K 0.01% 257
2014
Q4 		$17K Hold
700
– – ﹤0.01% 307
2014
Q3 		$17K Buy
+700
New +$17.8K ﹤0.01% 283

Other funds holding TDS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Gabelli Funds
Gabelli Funds Rye, New York $15.1B AUM 23.88% 1-Year Est. Return

JFS Wealth Advisors's TDS Position: Q3 2026 in Review

JFS Wealth Advisors increased its Telephone and Data Systems (TDS) stake by 7.9% in Q3 2026, buying an estimated $245 and bringing the position to 96 shares worth $3.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1408.

JFS Wealth Advisors first reported a position in TDS in Q3 2014 and has held it in 24 quarters since. The position peaked at $23K in Q1 2015. 246 funds tracked by Wall St. Rank hold TDS as of Q3 2026.

  • JFS Wealth Advisors held 96 shares of Telephone and Data Systems worth $3.26K as of Q3 2026.
  • JFS Wealth Advisors bought 7 Telephone and Data Systems shares in Q3 2026, an estimated $245.
  • Telephone and Data Systems made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1408 holding.
  • JFS Wealth Advisors first reported a position in Telephone and Data Systems in Q3 2014 and has held it in 24 quarters since.
  • JFS Wealth Advisors's Telephone and Data Systems position peaked at $23K in Q1 2015.
  • 246 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.