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Root Financial Partners’s Telephone and Data Systems TDS Stock Holding History

Root Financial Partners’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 		$15.9K Buy
377
+49
+15% +$2.15K ﹤0.01% 1452
2025
Q4 		$13.4K Buy
328
+26
+9% +$1.01K ﹤0.01% 1367
2025
Q3 		$11.8K Buy
+302
New +$11.6K ﹤0.01% 1380

Other funds holding TDS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Dimensional Fund Advisors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Root Financial Partners's TDS Position: Q1 2026 in Review

Root Financial Partners increased its Telephone and Data Systems (TDS) stake by 15% in Q1 2026, buying an estimated $2.15K and bringing the position to 377 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1452.

Root Financial Partners first reported a position in TDS in Q3 2025 and has held it in 3 quarters since. 354 funds tracked by Wall St. Rank hold TDS as of Q1 2026.

  • Root Financial Partners held 377 shares of Telephone and Data Systems worth $15.9K as of Q1 2026.
  • Root Financial Partners bought 49 Telephone and Data Systems shares in Q1 2026, an estimated $2.15K.
  • Telephone and Data Systems made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1452 holding.
  • Root Financial Partners first reported a position in Telephone and Data Systems in Q3 2025 and has held it in 3 quarters since.
  • 354 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.