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
2013 Q3	–	Sell	-175,121	Closed	-$1.65M	–	3939
2013 Q2	$1.65M	Buy	+175,121	New	+$1.78M	﹤0.01%	1184

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 $133B AUM 43.5% 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

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.