AF
TEF

Allworth Financial’s Telefonica TEF Stock Holding History

Allworth Financial’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
-2,486
Closed -$10.1K – 5309
2025
Q4 		$10.1K Sell
2,486
-19
-0.8% -$86 ﹤0.01% 3265
2025
Q3 		$12.7K Buy
2,505
+58
+2% +$308 ﹤0.01% 2987
2025
Q2 		$12.8K Buy
2,447
+1,552
+173% +$7.8K ﹤0.01% 2777
2025
Q1 		$4.41K Sell
895
-126
-12% -$540 ﹤0.01% 2832
2024
Q4 		$3.98K Buy
1,021
+233
+30% +$1.05K ﹤0.01% 2863
2024
Q3 		$3.83K Sell
788
-147
-16% -$668 ﹤0.01% 2689
2024
Q2 		$4.2K Buy
935
+147
+19% +$649 ﹤0.01% 2589
2024
Q1 		$3.48K Hold
788
– – ﹤0.01% 2560
2023
Q4 		$3.07K Sell
788
-84
-10% -$337 ﹤0.01% 2482
2023
Q3 		$3.55K Buy
872
+84
+11% +$340 ﹤0.01% 2282
2023
Q2 		$3.18K Hold
788
– – ﹤0.01% 2299
2023
Q1 		$3.37K Sell
788
-9
-1% -$36 ﹤0.01% 2197
2022
Q4 		$2.85K Buy
797
+563
+241% +$1.97K ﹤0.01% 2107
2022
Q3 		$1K Buy
234
+101
+76% +$428 ﹤0.01% 2513
2022
Q2 		$1K Buy
+133
New +$650 ﹤0.01% 2267
2020
Q3 		– Sell
-1,053
Closed -$4K – 1264
2020
Q2 		$4K Buy
1,053
+927
+736% +$3.59K ﹤0.01% 915
2020
Q1 		$0 Hold
126
– – ﹤0.01% 1325
2019
Q4 		$1K Hold
126
– – ﹤0.01% 1014
2019
Q3 		$1K Hold
126
– – ﹤0.01% 920
2019
Q2 		$1K Hold
126
– – ﹤0.01% 908
2019
Q1 		$1K Buy
+126
New +$881 ﹤0.01% 925

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

Allworth Financial's TEF Position: Q1 2026 in Review

Allworth Financial sold out of Telefonica (TEF) in Q1 2026, closing a stake of 2,486 shares — an estimated $10.1K sold.

Allworth Financial first reported a position in TEF in Q1 2019 and held it in 21 quarters. The position peaked at $12.8K in Q2 2025. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • Allworth Financial reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
  • Allworth Financial sold 2,486 Telefonica shares in Q1 2026, an estimated $10.1K.
  • Allworth Financial first reported a position in Telefonica in Q1 2019 and held it in 21 quarters.
  • Allworth Financial's Telefonica position peaked at $12.8K in Q2 2025.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.