AI
TEF

Atria Investments’s Telefonica TEF Stock Holding History

Atria Investments’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
-78,952
Closed -$320K – 2148
2025
Q4 		$320K Buy
78,952
+274
+0.3% +$1.24K ﹤0.01% 1710
2025
Q3 		$400K Buy
78,678
+24,940
+46% +$133K ﹤0.01% 1557
2025
Q2 		$281K Buy
+53,738
New +$270K ﹤0.01% 1748

Other funds holding TEF

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
AssetMark Inc
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
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 $1.88B AUM 29.07% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Atria Investments's TEF Position: Q1 2026 in Review

Atria Investments sold out of Telefonica (TEF) in Q1 2026, closing a stake of 78,952 shares — an estimated $320K sold.

Atria Investments first reported a position in TEF in Q2 2025 and held it in 3 quarters. The position peaked at $400K in Q3 2025. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • Atria Investments reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
  • Atria Investments sold 78,952 Telefonica shares in Q1 2026, an estimated $320K.
  • Atria Investments first reported a position in Telefonica in Q2 2025 and held it in 3 quarters.
  • Atria Investments's Telefonica position peaked at $400K in Q3 2025.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.