AWM
TEF

Activest Wealth Management’s Telefonica TEF Stock Holding History

Activest Wealth Management’s Portfolio TEF Stock Details TEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,314
Closed -$21.5K – 1334
2025
Q4 		$21.5K Hold
5,314
– – ﹤0.01% 494
2025
Q3 		$27K Hold
5,314
– – 0.01% 335
2025
Q2 		$27.8K Hold
5,314
– – 0.01% 273
2025
Q1 		$24.8K Hold
5,314
– – 0.01% 264
2024
Q4 		$21.4K Buy
5,314
+2,127
+67% +$9.58K 0.01% 242
2024
Q3 		$15.5K Hold
3,187
– – ﹤0.01% 276
2024
Q2 		$13.4K Buy
3,187
+3,142
+6,982% +$13.9K ﹤0.01% 277
2024
Q1 		$198 Hold
45
– – ﹤0.01% 355
2023
Q4 		$176 Hold
45
– – ﹤0.01% 312
2023
Q3 		$183 Hold
45
– – ﹤0.01% 332
2023
Q2 		$5 Hold
45
– – ﹤0.01% 287
2023
Q1 		$193 Buy
+45
New +$178 ﹤0.01% 306
2022
Q3 		– Sell
-45
Closed – – 596
2022
Q2 		$0 Hold
45
– – ﹤0.01% 397
2022
Q1 		$0 Hold
45
– – ﹤0.01% 373
2021
Q4 		$0 Sell
45
-1,632
-97% -$6.82K ﹤0.01% 402
2021
Q3 		$7K Buy
1,677
+1,630
+3,468% +$7.25K ﹤0.01% 262
2021
Q2 		$1K Sell
47
-1,632
-97% -$7.06K ﹤0.01% 325
2021
Q1 		$7K Buy
+1,679
New +$6.84K 0.01% 221

Other funds holding TEF

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AAM
Auxier Asset Management Aurora, Oregon $696M AUM 18.07% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
S
SimplyRich Carlsbad, California $391M AUM 24.42% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
ZAM
Zevin Asset Management Boston, Massachusetts $723M AUM 15.62% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Activest Wealth Management's TEF Position: Q1 2026 in Review

Activest Wealth Management sold out of Telefonica (TEF) in Q1 2026, closing a stake of 5,314 shares — an estimated $21.5K sold.

Activest Wealth Management first reported a position in TEF in Q1 2021 and held it in 18 quarters. The position peaked at $27.8K in Q2 2025. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • Activest Wealth Management reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
  • Activest Wealth Management sold 5,314 Telefonica shares in Q1 2026, an estimated $21.5K.
  • Activest Wealth Management first reported a position in Telefonica in Q1 2021 and held it in 18 quarters.
  • Activest Wealth Management's Telefonica position peaked at $27.8K in Q2 2025.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

Based on Activest Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.