BTI
TEF

Blue Trust Inc’s Telefonica TEF Stock Holding History

Blue Trust Inc’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
-4,284
Closed -$17.4K – 2674
2025
Q4 		$17.4K Sell
4,284
-8,686
-67% -$39.1K ﹤0.01% 1730
2025
Q3 		$65.9K Sell
12,970
-3,582
-22% -$19K ﹤0.01% 1266
2025
Q2 		$86.6K Sell
16,552
-3,896
-19% -$19.6K ﹤0.01% 1102
2025
Q1 		$95.3K Sell
20,448
-4,378
-18% -$18.8K ﹤0.01% 1015
2024
Q4 		$99.8K Sell
24,826
-46,719
-65% -$210K ﹤0.01% 941
2024
Q3 		$301K Buy
71,545
+37,859
+112% +$172K ﹤0.01% 675
2024
Q2 		$149K Buy
33,686
+21,260
+171% +$93.9K ﹤0.01% 814
2024
Q1 		$54.8K Sell
12,426
-10,468
-46% -$43K ﹤0.01% 884
2023
Q4 		$93K Buy
22,894
+11,247
+97% +$45.2K ﹤0.01% 703
2023
Q3 		$47K Buy
11,647
+1,578
+16% +$6.39K ﹤0.01% 867
2023
Q2 		$43K Sell
10,069
-16,290
-62% -$69.1K ﹤0.01% 750
2023
Q1 		$94K Buy
26,359
+8,522
+48% +$33.8K ﹤0.01% 793
2022
Q4 		$58K Buy
17,837
+8,497
+91% +$29.7K ﹤0.01% 858
2022
Q3 		$48K Buy
9,340
+1,094
+13% +$4.64K ﹤0.01% 766
2022
Q2 		$39K Buy
+8,246
New +$40.3K ﹤0.01% 763

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

Blue Trust Inc's TEF Position: Q1 2026 in Review

Blue Trust Inc sold out of Telefonica (TEF) in Q1 2026, closing a stake of 4,284 shares — an estimated $17.4K sold.

Blue Trust Inc first reported a position in TEF in Q2 2022 and held it in 15 quarters. The position peaked at $301K in Q3 2024. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • Blue Trust Inc reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
  • Blue Trust Inc sold 4,284 Telefonica shares in Q1 2026, an estimated $17.4K.
  • Blue Trust Inc first reported a position in Telefonica in Q2 2022 and held it in 15 quarters.
  • Blue Trust Inc's Telefonica position peaked at $301K in Q3 2024.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.