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 Q3	$3.5M	Sell	100,741 -294	-0.3%	-$10.3K	0.1%	172
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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Alhambra Investment Management Palmetto Bay, Florida $234M AUM 17.66% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Krilogy Financial's TDS Position: Q3 2026 in Review

Krilogy Financial reduced its Telephone and Data Systems (TDS) stake by 0.29% in Q3 2026, selling an estimated $10.3K and leaving 100,741 shares worth $3.5M. The position accounts for 0.1% of the portfolio, ranked #172.

Krilogy Financial first reported a position in TDS in Q4 2022 and has held it in 16 quarters since. The position peaked at $6.59M in Q3 2023. 58 funds tracked by Wall St. Rank hold TDS as of Q3 2026.

Krilogy Financial held 100,741 shares of Telephone and Data Systems worth $3.5M as of Q3 2026.
Krilogy Financial sold 294 Telephone and Data Systems shares in Q3 2026, an estimated $10.3K.
Telephone and Data Systems made up 0.1% of Krilogy Financial's portfolio in Q3 2026, its #172 holding.
Krilogy Financial first reported a position in Telephone and Data Systems in Q4 2022 and has held it in 16 quarters since.
Krilogy Financial's Telephone and Data Systems position peaked at $6.59M in Q3 2023.
58 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.