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James T. Borello RIA’s Telephone and Data Systems TDS Stock Holding History

James T. Borello RIA’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 		– Sell
-93
Closed -$3.44K – 1330
2026
Q2 		$3.44K Sell
93
-1
-1% -$42 ﹤0.01% 863
2026
Q1 		$3.96K Hold
94
– – ﹤0.01% 819
2025
Q4 		$3.85K Sell
94
-10
-10% -$390 ﹤0.01% 642
2025
Q3 		$4.08K Buy
+104
New +$4K ﹤0.01% 517

Other funds holding TDS

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
AIM
Alhambra Investment Management Palmetto Bay, Florida $234M AUM 17.66% 1-Year Est. Return
Central Pacific Bank - Trust Division
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
CI
Cooper Investors Melbourne, Victoria, Australia $190M AUM 2.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

James T. Borello RIA's TDS Position: Q3 2026 in Review

James T. Borello RIA sold out of Telephone and Data Systems (TDS) in Q3 2026, closing a stake of 93 shares — an estimated $3.44K sold.

James T. Borello RIA first reported a position in TDS in Q3 2025 and held it in 4 quarters. The position peaked at $4.08K in Q3 2025. 26 funds tracked by Wall St. Rank hold TDS as of Q3 2026.

  • James T. Borello RIA reported no remaining Telephone and Data Systems position as of Q3 2026 after selling out during the quarter.
  • James T. Borello RIA sold 93 Telephone and Data Systems shares in Q3 2026, an estimated $3.44K.
  • James T. Borello RIA first reported a position in Telephone and Data Systems in Q3 2025 and held it in 4 quarters.
  • James T. Borello RIA's Telephone and Data Systems position peaked at $4.08K in Q3 2025.
  • 26 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.