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 Q2	$3.74M	Buy	101,035 +5	+0%	+$211	0.11%	155
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 $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

Krilogy Financial's TDS Position: Q2 2026 in Review

Krilogy Financial increased its Telephone and Data Systems (TDS) stake by 0% in Q2 2026, buying an estimated $211 and bringing the position to 101,035 shares worth $3.74M. The position accounts for 0.11% of the portfolio, ranked #155.

Krilogy Financial first reported a position in TDS in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.59M in Q3 2023. 351 funds tracked by Wall St. Rank hold TDS as of Q2 2026.

Krilogy Financial held 101,035 shares of Telephone and Data Systems worth $3.74M as of Q2 2026.
Krilogy Financial bought 5 Telephone and Data Systems shares in Q2 2026, an estimated $211.
Telephone and Data Systems made up 0.11% of Krilogy Financial's portfolio in Q2 2026, its #155 holding.
Krilogy Financial first reported a position in Telephone and Data Systems in Q4 2022 and has held it in 15 quarters since.
Krilogy Financial's Telephone and Data Systems position peaked at $6.59M in Q3 2023.
351 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.