Krilogy Financial’s Telephone and Data Systems TDS Stock Holding History

Krilogy Financial’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 Q1	$4.6M	Sell	101,030 -11,178	-10%	-$492K	0.15%	120
2025 Q4	$4.94M	Buy	112,208 +9,569	+9%	+$373K	0.17%	103
2025 Q3	$3.98M	Sell	102,639 -69,714	-40%	-$2.68M	0.15%	114
2025 Q2	$6.13M	Buy	172,353 +15,507	+10%	+$544K	0.35%	60
2025 Q1	$6.08M	Buy	156,846 +44,502	+40%	+$1.6M	0.39%	55
2024 Q4	$3.83M	Sell	112,344 -149,250	-57%	-$4.54M	0.26%	82
2024 Q3	$6.08M	Sell	261,594 -30,525	-10%	-$665K	0.42%	54
2024 Q2	$6.06M	Sell	292,119 -54,639	-16%	-$988K	0.45%	53
2024 Q1	$5.56M	Buy	346,758 +17,536	+5%	+$299K	0.43%	55
2023 Q4	$6.04M	Sell	329,222 -30,478	-8%	-$563K	0.51%	49
2023 Q3	$6.59M	Sell	359,700 -150,000	-29%	-$2.17M	0.6%	38
2023 Q2	$4.19M	Buy	509,700 +29,000	+6%	+$246K	0.38%	63
2023 Q1	$5.05M	Buy	480,700 +330,700	+220%	+$3.86M	0.42%	51
2022 Q4	$1.57M	Buy	+150,000	New	+$1.86M	0.15%	116

Other funds holding TDS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

CCM

Carronade Capital Management Darien, Connecticut $7.65B AUM 80.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Krilogy Financial's TDS Position: Q1 2026 in Review

Krilogy Financial reduced its Telephone and Data Systems (TDS) stake by 10% in Q1 2026, selling an estimated $492K and leaving 101,030 shares worth $4.6M. The position accounts for 0.15% of the portfolio, ranked #120.

Krilogy Financial first reported a position in TDS in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.59M in Q3 2023. 354 funds tracked by Wall St. Rank hold TDS as of Q1 2026.

Krilogy Financial held 101,030 shares of Telephone and Data Systems worth $4.6M as of Q1 2026.
Krilogy Financial sold 11,178 Telephone and Data Systems shares in Q1 2026, an estimated $492K.
Telephone and Data Systems made up 0.15% of Krilogy Financial's portfolio in Q1 2026, its #120 holding.
Krilogy Financial first reported a position in Telephone and Data Systems in Q4 2022 and has held it in 14 quarters since.
Krilogy Financial's Telephone and Data Systems position peaked at $6.59M in Q3 2023.
354 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.