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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

CCM

Carronade Capital Management Darien, Connecticut $5.77B AUM 89.67% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JFS Wealth Advisors's TDS Position: Q2 2026 in Review

JFS Wealth Advisors increased its Telephone and Data Systems (TDS) stake by 7.2% in Q2 2026, buying an estimated $253 and bringing the position to 89 shares worth $3.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1450.

JFS Wealth Advisors first reported a position in TDS in Q3 2014 and has held it in 23 quarters since. The position peaked at $23K in Q1 2015. 351 funds tracked by Wall St. Rank hold TDS as of Q2 2026.

JFS Wealth Advisors held 89 shares of Telephone and Data Systems worth $3.29K as of Q2 2026.
JFS Wealth Advisors bought 6 Telephone and Data Systems shares in Q2 2026, an estimated $253.
Telephone and Data Systems made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1450 holding.
JFS Wealth Advisors first reported a position in Telephone and Data Systems in Q3 2014 and has held it in 23 quarters since.
JFS Wealth Advisors's Telephone and Data Systems position peaked at $23K in Q1 2015.
351 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.