APP
TEF

Avantax Planning Partners’s Telefonica TEF Stock Holding History

Avantax Planning Partners’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
-10,563
Closed -$42.8K – 465
2025
Q4 		$42.8K Hold
10,563
– – ﹤0.01% 435
2025
Q3 		$53.7K Hold
10,563
– – ﹤0.01% 434
2025
Q2 		$55.2K Sell
10,563
-1,000
-9% -$5.03K ﹤0.01% 442
2025
Q1 		$53.9K Sell
11,563
-100
-0.9% -$429 ﹤0.01% 427
2024
Q4 		$46.9K Hold
11,663
– – ﹤0.01% 427
2024
Q3 		$56.7K Hold
11,663
– – ﹤0.01% 432
2024
Q2 		$49.1K Hold
11,663
– – ﹤0.01% 460
2024
Q1 		$51.4K Buy
+11,663
New +$47.9K ﹤0.01% 457

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

Avantax Planning Partners's TEF Position: Q1 2026 in Review

Avantax Planning Partners sold out of Telefonica (TEF) in Q1 2026, closing a stake of 10,563 shares — an estimated $42.8K sold.

Avantax Planning Partners first reported a position in TEF in Q1 2024 and held it in 8 quarters. The position peaked at $56.7K in Q3 2024. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • Avantax Planning Partners reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
  • Avantax Planning Partners sold 10,563 Telefonica shares in Q1 2026, an estimated $42.8K.
  • Avantax Planning Partners first reported a position in Telefonica in Q1 2024 and held it in 8 quarters.
  • Avantax Planning Partners's Telefonica position peaked at $56.7K in Q3 2024.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.