Summit Securities Group’s Telephone and Data Systems TDS Stock Holding History

Summit Securities 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 Q2	$161K	Buy	+4,340	New	+$183K	0.02%	310
2025 Q3	–	Sell	-15,026	Closed	-$535K	–	1353
2025 Q2	$535K	Buy	+15,026	New	+$527K	0.1%	142
2025 Q1	–	Sell	-328	Closed	-$11.2K	–	1094
2024 Q4	$11.2K	Buy	+328	New	+$9.98K	﹤0.01%	438
2023 Q3	–	Sell	-3,500	Closed	-$48K	–	1000
2023 Q2	$48K	Buy	+3,500	New	+$29.7K	0.01%	425
2023 Q1	–	Sell	-15,231	Closed	-$160K	–	1279
2022 Q4	$160K	Buy	+15,231	New	+$188K	0.01%	522

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

Summit Securities Group's TDS Position: Q2 2026 in Review

Summit Securities Group opened a new position in Telephone and Data Systems (TDS) in Q2 2026: 4,340 shares worth $161K. The stake represents 0.02% of the portfolio and ranks #310 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in TDS as recently as Q2 2025.

Summit Securities Group first reported a position in TDS in Q4 2022 and has held it in 5 quarters since. The position peaked at $535K in Q2 2025. 351 funds tracked by Wall St. Rank hold TDS as of Q2 2026.

Summit Securities Group held 4,340 shares of Telephone and Data Systems worth $161K as of Q2 2026.
Telephone and Data Systems was a new Summit Securities Group position in Q2 2026.
Telephone and Data Systems made up 0.02% of Summit Securities Group's portfolio in Q2 2026, its #310 holding.
Summit Securities Group first reported a position in Telephone and Data Systems in Q4 2022 and has held it in 5 quarters since.
Summit Securities Group's Telephone and Data Systems position peaked at $535K in Q2 2025.
351 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.