Johnson Financial Group Inc (Wisconsin)’s Telephone and Data Systems TDS Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2025 Q3	–	Sell	-268	Closed	-$9.54K	–	1097
2025 Q2	$9.54K	Hold	268	–	–	﹤0.01%	612
2025 Q1	$10.4K	Hold	268	–	–	﹤0.01%	764
2024 Q4	$9.47K	Hold	268	–	–	﹤0.01%	653
2024 Q3	$6.23K	Hold	268	–	–	﹤0.01%	746
2024 Q2	$5.56K	Hold	268	–	–	﹤0.01%	606
2024 Q1	$4.29K	Hold	268	–	–	﹤0.01%	602
2023 Q4	$4.92K	Hold	268	–	–	﹤0.01%	718
2023 Q3	$4.91K	Sell	268 -1,528	-85%	-$22.1K	﹤0.01%	566
2023 Q2	$14.8K	Buy	1,796 +1,000	+126%	+$8.48K	﹤0.01%	517
2023 Q1	$8.37K	Hold	796	–	–	﹤0.01%	527
2022 Q4	$8.35K	Hold	796	–	–	﹤0.01%	508
2022 Q3	$14K	Hold	796	–	–	﹤0.01%	475
2022 Q2	$13K	Hold	796	–	–	﹤0.01%	513
2022 Q1	$15K	Hold	796	–	–	﹤0.01%	549
2021 Q4	$16K	Hold	796	–	–	﹤0.01%	588
2021 Q3	$16K	Hold	796	–	–	﹤0.01%	525
2021 Q2	$18K	Hold	796	–	–	﹤0.01%	519
2021 Q1	$18K	Hold	796	–	–	﹤0.01%	512
2020 Q4	$15K	Hold	796	–	–	﹤0.01%	426
2020 Q3	$15K	Hold	796	–	–	﹤0.01%	361
2020 Q2	$16K	Hold	796	–	–	﹤0.01%	348
2020 Q1	$13K	Hold	796	–	–	﹤0.01%	372
2019 Q4	$20K	Hold	796	–	–	﹤0.01%	372
2019 Q3	$21K	Hold	796	–	–	﹤0.01%	406
2019 Q2	$24K	Hold	796	–	–	﹤0.01%	390
2019 Q1	$24K	Hold	796	–	–	﹤0.01%	376
2018 Q4	$26K	Hold	796	–	–	﹤0.01%	362
2018 Q3	$24K	Hold	796	–	–	﹤0.01%	386
2018 Q2	$22K	Hold	796	–	–	﹤0.01%	396
2018 Q1	$22K	Sell	796 -16	-2%	-$435	﹤0.01%	405
2017 Q4	$23K	Hold	812	–	–	﹤0.01%	417
2017 Q3	$23K	Hold	812	–	–	﹤0.01%	404
2017 Q2	$23K	Hold	812	–	–	﹤0.01%	424
2017 Q1	$22K	Buy	812 +15	+2%	+$429	﹤0.01%	505
2016 Q4	$23K	Hold	797	–	–	﹤0.01%	499
2016 Q3	$22K	Hold	797	–	–	﹤0.01%	486
2016 Q2	$24K	Hold	797	–	–	﹤0.01%	554
2016 Q1	$24K	Sell	797 -202	-20%	-$5.09K	﹤0.01%	479
2015 Q4	$26K	Buy	999 +202	+25%	+$5.51K	0.01%	489
2015 Q3	$20K	Hold	797	–	–	﹤0.01%	578
2015 Q2	$23K	Hold	797	–	–	﹤0.01%	587
2015 Q1	$20K	Hold	797	–	–	﹤0.01%	604
2014 Q4	$20K	Buy	797 +796	+79,600%	+$19.6K	﹤0.01%	583
2014 Q3	$0	Hold	1	–	–	﹤0.01%	781
2014 Q2	$0	Hold	1	–	–	﹤0.01%	721
2014 Q1	$0	Hold	1	–	–	﹤0.01%	725
2013 Q4	$0	Hold	1	–	–	﹤0.01%	728
2013 Q3	$0	Hold	1	–	–	﹤0.01%	711
2013 Q2	$0	Buy	+1	New	+$23	﹤0.01%	694

Other funds holding TDS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

OCM

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

CCM

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Johnson Financial Group Inc (Wisconsin)'s TDS Position: Q3 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Telephone and Data Systems (TDS) in Q3 2025, closing a stake of 268 shares — an estimated $9.54K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in TDS in Q2 2013 and held it in 49 quarters. The position peaked at $26K in Q4 2018. 321 funds tracked by Wall St. Rank hold TDS as of Q3 2025.

Johnson Financial Group Inc (Wisconsin) reported no remaining Telephone and Data Systems position as of Q3 2025 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 268 Telephone and Data Systems shares in Q3 2025, an estimated $9.54K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Telephone and Data Systems in Q2 2013 and held it in 49 quarters.
Johnson Financial Group Inc (Wisconsin)'s Telephone and Data Systems position peaked at $26K in Q4 2018.
321 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q3 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q3 2025, filed 13 Nov 2025.