Bank of Montreal
TEF

Bank of Montreal’s Telefonica TEF Stock Holding History

Bank of Montreal’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
-567,419
Closed -$2.3M – 4021
2025
Q4 		$2.3M Buy
567,419
+11,857
+2% +$53.4K ﹤0.01% 1597
2025
Q3 		$2.82M Sell
555,562
-79,176
-12% -$421K ﹤0.01% 1518
2025
Q2 		$3.32M Sell
634,738
-4,698
-0.7% -$23.6K ﹤0.01% 1413
2025
Q1 		$2.98M Buy
639,436
+2,938
+0.5% +$12.6K ﹤0.01% 1367
2024
Q4 		$2.56M Buy
636,498
+3,953
+0.6% +$17.8K ﹤0.01% 1460
2024
Q3 		$3.09M Sell
632,545
-12,299
-2% -$55.9K ﹤0.01% 1506
2024
Q2 		$2.9M Sell
644,844
-38,111
-6% -$168K ﹤0.01% 1496
2024
Q1 		$3.02M Sell
682,955
-165,641
-20% -$680K ﹤0.01% 1434
2023
Q4 		$3.41M Sell
848,596
-1,869,025
-69% -$7.51M ﹤0.01% 1431
2023
Q3 		$11.4M Buy
2,717,621
+2,104,014
+343% +$8.52M ﹤0.01% 927
2023
Q2 		$2.47M Sell
613,607
-131,842
-18% -$559K ﹤0.01% 1697
2023
Q1 		$3.21M Sell
745,449
-1,273,337
-63% -$5.05M ﹤0.01% 1443
2022
Q4 		$7.29M Buy
2,018,786
+553,073
+38% +$1.93M ﹤0.01% 1117
2022
Q3 		$5.35K Buy
1,465,713
+961,438
+191% +$4.07M ﹤0.01% 1314
2022
Q2 		$2.59K Sell
504,275
-652,877
-56% -$3.19M ﹤0.01% 1767
2022
Q1 		$5.46M Buy
1,157,152
+1,107,126
+2,213% +$4.93M ﹤0.01% 1445
2021
Q4 		$212K Buy
50,026
+24,370
+95% +$102K ﹤0.01% 2940
2021
Q3 		$114K Buy
25,656
+3,429
+15% +$15.2K ﹤0.01% 3424
2021
Q2 		$101K Buy
22,227
+1,986
+10% +$8.6K ﹤0.01% 3325
2021
Q1 		$82K Buy
20,241
+970
+5% +$3.95K ﹤0.01% 3482
2020
Q4 		$75K Buy
19,271
+3,897
+25% +$13.2K ﹤0.01% 3737
2020
Q3 		$49K Sell
15,374
-15,207
-50% -$53.5K ﹤0.01% 3444
2020
Q2 		$116K Buy
30,581
+13,464
+79% +$52.2K ﹤0.01% 3023
2020
Q1 		$63K Sell
17,117
-132,049
-89% -$653K ﹤0.01% 2800
2019
Q4 		$840K Sell
149,166
-2,054
-1% -$12.5K ﹤0.01% 2378
2019
Q3 		$930K Buy
151,220
+8,398
+6% +$50.8K ﹤0.01% 2111
2019
Q2 		$957K Buy
142,822
+29,456
+26% +$196K ﹤0.01% 2087
2019
Q1 		$766K Buy
113,366
+37,714
+50% +$264K ﹤0.01% 2120
2018
Q4 		$517K Buy
75,652
+4,900
+7% +$33.1K ﹤0.01% 2159
2018
Q3 		$449K Sell
70,752
-2,160
-3% -$14.8K ﹤0.01% 2384
2018
Q2 		$503K Sell
72,912
-6,170
-8% -$47K ﹤0.01% 2337
2018
Q1 		$631K Buy
79,082
+3,038
+4% +$24.1K ﹤0.01% 2115
2017
Q4 		$595K Sell
76,044
-5,378
-7% -$44.2K ﹤0.01% 2204
2017
Q3 		$711K Sell
81,422
-894
-1% -$7.84K ﹤0.01% 2125
2017
Q2 		$692K Sell
82,316
-5,285
-6% -$47.2K ﹤0.01% 2140
2017
Q1 		$792K Buy
87,601
+21,166
+32% +$174K ﹤0.01% 1938
2016
Q4 		$445K Buy
66,435
+20,191
+44% +$148K ﹤0.01% 2166
2016
Q3 		$362K Buy
46,244
+555
+1% +$4.3K ﹤0.01% 2206
2016
Q2 		$336K Buy
45,689
+10,338
+29% +$83K ﹤0.01% 2246
2016
Q1 		$306K Sell
35,351
-59,141
-63% -$482K ﹤0.01% 2252
2015
Q4 		$812K Sell
94,492
-8,417
-8% -$79.7K ﹤0.01% 1803
2015
Q3 		$935K Sell
102,909
-5,137
-5% -$54.7K ﹤0.01% 1597
2015
Q2 		$1.16M Sell
108,046
-2,500
-2% -$27.6K ﹤0.01% 1604
2015
Q1 		$1.2M Sell
110,546
-7,592
-6% -$83.5K ﹤0.01% 1569
2014
Q4 		$1.27M Sell
118,138
-39,388
-25% -$441K ﹤0.01% 1592
2014
Q3 		$1.78M Buy
157,526
+12,197
+8% +$143K ﹤0.01% 1521
2014
Q2 		$1.83M Buy
145,329
+5,404
+4% +$65.7K ﹤0.01% 1497
2014
Q1 		$1.62M Sell
139,925
-60,919
-30% -$701K ﹤0.01% 1426
2013
Q4 		$2.41M Buy
200,844
+134,797
+204% +$1.63M ﹤0.01% 1111
2013
Q3 		$751K Sell
66,047
-20,390
-24% -$211K ﹤0.01% 1599
2013
Q2 		$812K Buy
+86,437
New +$878K ﹤0.01% 1491

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 $427M AUM 43.67% 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 $713M AUM 19.82% 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

Bank of Montreal's TEF Position: Q1 2026 in Review

Bank of Montreal sold out of Telefonica (TEF) in Q1 2026, closing a stake of 567,419 shares — an estimated $2.3M sold.

Bank of Montreal first reported a position in TEF in Q2 2013 and held it in 51 quarters. The position peaked at $11.4M in Q3 2023. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • Bank of Montreal reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
  • Bank of Montreal sold 567,419 Telefonica shares in Q1 2026, an estimated $2.3M.
  • Bank of Montreal first reported a position in Telefonica in Q2 2013 and held it in 51 quarters.
  • Bank of Montreal's Telefonica position peaked at $11.4M in Q3 2023.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.