Larson Financial Group’s Telephone and Data Systems TDS Stock Holding History

Larson Financial Group’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	$4.82K	Sell	142 -371	-72%	-$13K	﹤0.01%	2879
2026 Q2	$19K	Sell	513 -407	-44%	-$17.2K	﹤0.01%	2037
2026 Q1	$38.7K	Buy	920 +626	+213%	+$27.5K	﹤0.01%	1490
2025 Q4	$12.1K	Buy	294 +20	+7%	+$779	﹤0.01%	2009
2025 Q3	$10.8K	Buy	274 +144	+111%	+$5.54K	﹤0.01%	1980
2025 Q2	$4.62K	Sell	130 -131	-50%	-$4.6K	﹤0.01%	2102
2025 Q1	$10.1K	Buy	261 +240	+1,143%	+$8.64K	﹤0.01%	1631
2024 Q4	$716	Buy	21 +15	+250%	+$456	﹤0.01%	2115
2024 Q3	$140	Hold	6	–	–	﹤0.01%	2468
2024 Q2	$124	Buy	+6	New	+$108	﹤0.01%	2200

Other funds holding TDS

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Gabelli Funds Rye, New York $15.1B AUM 23.88% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 24.21% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Larson Financial Group's TDS Position: Q3 2026 in Review

Larson Financial Group reduced its Telephone and Data Systems (TDS) stake by 72% in Q3 2026, selling an estimated $13K and leaving 142 shares worth $4.82K. The position accounts for ﹤0.01% of the portfolio, ranked #2879.

Larson Financial Group first reported a position in TDS in Q2 2024 and has held it in 10 quarters since. The position peaked at $38.7K in Q1 2026. 226 funds tracked by Wall St. Rank hold TDS as of Q3 2026.

Larson Financial Group held 142 shares of Telephone and Data Systems worth $4.82K as of Q3 2026.
Larson Financial Group sold 371 Telephone and Data Systems shares in Q3 2026, an estimated $13K.
Telephone and Data Systems made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #2879 holding.
Larson Financial Group first reported a position in Telephone and Data Systems in Q2 2024 and has held it in 10 quarters since.
Larson Financial Group's Telephone and Data Systems position peaked at $38.7K in Q1 2026.
226 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.