BRWA
TEF

B. Riley Wealth Advisors’s Telefonica TEF Stock Holding History

B. Riley Wealth 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
2025
Q2 		– Sell
-43,740
Closed -$204K – 1348
2025
Q1 		$204K Buy
43,740
+20,101
+85% +$86.2K 0.01% 1141
2024
Q4 		$98.8K Sell
23,639
-28,193
-54% -$127K ﹤0.01% 1102
2024
Q3 		$248K Sell
51,832
-210
-0.4% -$954 0.01% 1047
2024
Q2 		$228K Buy
+52,042
New +$230K 0.01% 1160
2015
Q1 		– Sell
-3,559
Closed -$38K – 1836
2014
Q4 		$38K Buy
+3,559
New +$39.9K ﹤0.01% 2244
2014
Q3 		– Sell
-11,599
Closed -$146K – 1756
2014
Q2 		$146K Buy
+11,599
New +$141K 0.03% 571
2013
Q4 		– Sell
-11,131
Closed -$126K – 716
2013
Q3 		$126K Sell
11,131
-682
-6% -$7.05K 0.04% 481
2013
Q2 		$111K Buy
+11,813
New +$120K 0.04% 518

Other funds holding TEF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

B. Riley Wealth Advisors's TEF Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Telefonica (TEF) in Q2 2025, closing a stake of 43,740 shares — an estimated $204K sold.

B. Riley Wealth Advisors first reported a position in TEF in Q2 2013 and held it in 8 quarters. The position peaked at $248K in Q3 2024. 249 funds tracked by Wall St. Rank hold TEF as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Telefonica position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 43,740 Telefonica shares in Q2 2025, an estimated $204K.
  • B. Riley Wealth Advisors first reported a position in Telefonica in Q2 2013 and held it in 8 quarters.
  • B. Riley Wealth Advisors's Telefonica position peaked at $248K in Q3 2024.
  • 249 funds tracked by Wall St. Rank held Telefonica as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.