BWP
TEF

BSW Wealth Partners’s Telefonica TEF Stock Holding History

BSW Wealth Partners’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
-16,701
Closed -$67.6K – 341
2025
Q4 		$67.6K Buy
16,701
+2,180
+15% +$9.82K 0.01% 321
2025
Q3 		$73.8K Sell
14,521
-977
-6% -$5.19K 0.01% 323
2025
Q2 		$81.1K Sell
15,498
-2,706
-15% -$13.6K 0.01% 314
2025
Q1 		$84.8K Sell
18,204
-15,807
-46% -$67.8K 0.01% 302
2024
Q4 		$137K Buy
34,011
+1,861
+6% +$8.38K 0.02% 301
2024
Q3 		$156K Buy
32,150
+3,290
+11% +$15K 0.02% 296
2024
Q2 		$122K Buy
28,860
+755
+3% +$3.34K 0.02% 289
2024
Q1 		$124K Sell
28,105
-13,930
-33% -$57.2K 0.02% 296
2023
Q4 		$164K Buy
42,035
+10,244
+32% +$41.1K 0.03% 266
2023
Q3 		$129K Sell
31,791
-6,990
-18% -$28.3K 0.03% 240
2023
Q2 		$156K Buy
38,781
+1,026
+3% +$4.35K 0.03% 263
2023
Q1 		$162K Sell
37,755
-13,397
-26% -$53.1K 0.03% 298
2022
Q4 		$183K Buy
+51,152
New +$179K 0.04% 286
2022
Q3 		– Sell
-19,770
Closed -$101K – 298
2022
Q2 		$101K Buy
19,770
+7,685
+64% +$37.6K 0.02% 269
2022
Q1 		$56K Sell
12,085
-24,538
-67% -$109K 0.01% 293
2021
Q4 		$150K Sell
36,623
-5,717
-14% -$23.9K 0.04% 251
2021
Q3 		$186K Buy
42,340
+4,224
+11% +$18.8K 0.05% 238
2021
Q2 		$167K Buy
38,116
+5,504
+17% +$23.8K 0.05% 235
2021
Q1 		$131K Buy
+32,612
New +$133K 0.04% 214

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

BSW Wealth Partners's TEF Position: Q1 2026 in Review

BSW Wealth Partners sold out of Telefonica (TEF) in Q1 2026, closing a stake of 16,701 shares — an estimated $67.6K sold.

BSW Wealth Partners first reported a position in TEF in Q1 2021 and held it in 19 quarters. The position peaked at $186K in Q3 2021. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • BSW Wealth Partners reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
  • BSW Wealth Partners sold 16,701 Telefonica shares in Q1 2026, an estimated $67.6K.
  • BSW Wealth Partners first reported a position in Telefonica in Q1 2021 and held it in 19 quarters.
  • BSW Wealth Partners's Telefonica position peaked at $186K in Q3 2021.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

Based on BSW Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.