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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
2025
Q3 		– Sell
-30,000
Closed -$1.07M – 1354
2025
Q2 		$1.07M Buy
+30,000
New +$1.05M 0.21% 89

Other funds holding TDS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
Vanguard Portfolio Management
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
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.