BIA
TEF

Bell Investment Advisors’s Telefonica TEF Stock Holding History

Bell Investment 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
2026
Q1 		– Sell
-771
Closed -$3.12K – 1940
2025
Q4 		$3.12K Sell
771
-126
-14% -$568 ﹤0.01% 1186
2025
Q3 		$4.56K Sell
897
-306
-25% -$1.63K ﹤0.01% 977
2025
Q2 		$6.29K Buy
1,203
+319
+36% +$1.6K ﹤0.01% 883
2025
Q1 		$4.12K Sell
884
-1,332
-60% -$5.71K ﹤0.01% 1009
2024
Q4 		$8.91K Hold
2,216
– – ﹤0.01% 650
2024
Q3 		$10.8K Hold
2,216
– – ﹤0.01% 589
2024
Q2 		$9.33K Hold
2,216
– – ﹤0.01% 638
2024
Q1 		$9.77K Hold
2,216
– – ﹤0.01% 609
2023
Q4 		$8.64K Hold
2,216
– – ﹤0.01% 618
2023
Q3 		$9.02K Hold
2,216
– – ﹤0.01% 549
2023
Q2 		$8.93K Hold
2,216
– – ﹤0.01% 554
2023
Q1 		$9.48K Hold
2,216
– – ﹤0.01% 503
2022
Q4 		$7.91K Buy
2,216
+1,473
+198% +$5.15K ﹤0.01% 577
2022
Q3 		$2K Sell
743
-57
-7% -$242 ﹤0.01% 1224
2022
Q2 		$4K Buy
+800
New +$3.91K ﹤0.01% 854
2021
Q4 		$1K Sell
309
-570
-65% -$2.38K ﹤0.01% 1617
2021
Q3 		$4K Buy
+879
New +$3.91K ﹤0.01% 831

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

Bell Investment Advisors's TEF Position: Q1 2026 in Review

Bell Investment Advisors sold out of Telefonica (TEF) in Q1 2026, closing a stake of 771 shares — an estimated $3.12K sold.

Bell Investment Advisors first reported a position in TEF in Q3 2021 and held it in 17 quarters. The position peaked at $10.8K in Q3 2024. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • Bell Investment Advisors reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
  • Bell Investment Advisors sold 771 Telefonica shares in Q1 2026, an estimated $3.12K.
  • Bell Investment Advisors first reported a position in Telefonica in Q3 2021 and held it in 17 quarters.
  • Bell Investment Advisors's Telefonica position peaked at $10.8K in Q3 2024.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.