American Trust Investment Advisors’s Telefonica TEF Stock Holding History

American Trust Investment Advisors’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	-75,984	Closed	-$308K	–	81
2025 Q4	$308K	Hold	75,984	–	–	0.16%	59
2025 Q3	$386K	Hold	75,984	–	–	0.2%	55
2025 Q2	$397K	Hold	75,984	–	–	0.2%	54
2025 Q1	$354K	Sell	75,984 -155,220	-67%	-$666K	0.15%	86
2024 Q4	$929K	Buy	231,204 +40,035	+21%	+$180K	0.38%	46
2024 Q3	$929K	Buy	191,169 +83,820	+78%	+$381K	0.38%	46
2024 Q2	$452K	Buy	107,349 +6,300	+6%	+$27.8K	0.22%	56
2024 Q1	$446K	Buy	101,049 +23,525	+30%	+$96.6K	0.21%	59
2023 Q4	$302K	Buy	77,524 +10,465	+16%	+$42K	0.16%	73
2023 Q3	$273K	Hold	67,059	–	–	0.15%	71
2023 Q2	$270K	Sell	67,059 -10,295	-13%	-$43.6K	0.15%	72
2023 Q1	$331K	Hold	77,354	–	–	0.2%	65
2022 Q4	$276K	Buy	77,354 +38,795	+101%	+$136K	0.18%	68
2022 Q3	$125K	Hold	38,559	–	–	0.08%	73
2022 Q2	$198K	Sell	38,559 -1	-0%	-$5	0.12%	77
2022 Q1	$179K	Hold	38,560	–	–	0.09%	89
2021 Q4	$158K	Buy	38,560 +52	+0.1%	+$217	0.08%	90
2021 Q3	$169K	Hold	38,508	–	–	0.1%	85
2021 Q2	$169K	Sell	38,508 -2	-0%	-$9	0.09%	85
2021 Q1	$155K	Buy	38,510 +2,025	+6%	+$8.24K	0.09%	80
2020 Q4	$131K	Sell	36,485 -2,027	-5%	-$6.85K	0.08%	77
2020 Q3	$112K	Buy	38,512 +1,539	+4%	+$5.42K	0.08%	70
2020 Q2	$150K	Sell	36,973 -1,541	-4%	-$5.97K	0.12%	62
2020 Q1	$142K	Hold	38,514	–	–	0.14%	57
2019 Q4	$217K	Hold	38,514	–	–	0.16%	72
2019 Q3	$237K	Hold	38,514	–	–	0.18%	65
2019 Q2	$258K	Buy	38,514 +11,169	+41%	+$74.3K	0.2%	61
2019 Q1	$185K	Buy	27,345 +266	+1%	+$1.86K	0.14%	73
2018 Q4	$185K	Hold	27,079	–	–	0.16%	68
2018 Q3	$172K	Hold	27,079	–	–	0.13%	74
2018 Q2	$187K	Hold	27,079	–	–	0.15%	76
2018 Q1	$216K	Hold	27,079	–	–	0.17%	76
2017 Q4	$212K	Hold	27,079	–	–	0.17%	77
2017 Q3	$236K	Hold	27,079	–	–	0.21%	64
2017 Q2	$227K	Hold	27,079	–	–	0.2%	68
2017 Q1	$245K	Hold	27,079	–	–	0.22%	59
2016 Q4	$201K	Buy	+27,079	New	+$198K	0.2%	66
2015 Q4	–	Sell	-15,766	Closed	-$143K	–	78
2015 Q3	$143K	Hold	15,766	–	–	0.17%	66
2015 Q2	$169K	Hold	15,766	–	–	0.17%	73
2015 Q1	$171K	Hold	15,766	–	–	0.17%	67
2014 Q4	$169K	Buy	+15,766	New	+$177K	0.18%	69

Other funds holding TEF

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AAM

Auxier Asset Management Aurora, Oregon $696M AUM 18.07% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

SimplyRich Carlsbad, California $427M AUM 43.67% 1-Year Est. Return

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 $713M AUM 19.82% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

American Trust Investment Advisors's TEF Position: Q1 2026 in Review

American Trust Investment Advisors sold out of Telefonica (TEF) in Q1 2026, closing a stake of 75,984 shares — an estimated $308K sold.

American Trust Investment Advisors first reported a position in TEF in Q4 2014 and held it in 41 quarters. The position peaked at $929K in Q4 2024. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

American Trust Investment Advisors reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
American Trust Investment Advisors sold 75,984 Telefonica shares in Q1 2026, an estimated $308K.
American Trust Investment Advisors first reported a position in Telefonica in Q4 2014 and held it in 41 quarters.
American Trust Investment Advisors's Telefonica position peaked at $929K in Q4 2024.
48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

Based on American Trust Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.