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 Q3	$14K	Buy	+413	New	+$14.4K	﹤0.01%	1743
2026 Q2	–	Sell	-377	Closed	-$15.9K	–	2884
2026 Q1	$15.9K	Buy	377 +49	+15%	+$2.16K	﹤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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Hahn Capital Management Walnut Creek, California $171M AUM 18.43% 1-Year Est. Return

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

Root Financial Partners's TDS Position: Q3 2026 in Review

Root Financial Partners opened a new position in Telephone and Data Systems (TDS) in Q3 2026: 413 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #1743 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TDS as recently as Q1 2026.

Root Financial Partners first reported a position in TDS in Q3 2025 and has held it in 4 quarters since. The position peaked at $15.9K in Q1 2026. 132 funds tracked by Wall St. Rank hold TDS as of Q3 2026.

Root Financial Partners held 413 shares of Telephone and Data Systems worth $14K as of Q3 2026.
Telephone and Data Systems was a new Root Financial Partners position in Q3 2026.
Telephone and Data Systems made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1743 holding.
Root Financial Partners first reported a position in Telephone and Data Systems in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's Telephone and Data Systems position peaked at $15.9K in Q1 2026.
132 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.