CFO
TEF

Callan Family Office’s Telefonica TEF Stock Holding History

Callan Family Office’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
-59,401
Closed -$241K – 1180
2025
Q4 		$241K Buy
59,401
+11,811
+25% +$53.2K 0.01% 992
2025
Q3 		$242K Sell
47,590
-4,349
-8% -$23.1K 0.01% 772
2025
Q2 		$272K Buy
+51,939
New +$261K 0.01% 801
2025
Q1 		– Sell
-10,980
Closed -$44.1K – 639
2024
Q4 		$44.1K Buy
+10,980
New +$49.4K ﹤0.01% 622

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 $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

Callan Family Office's TEF Position: Q1 2026 in Review

Callan Family Office sold out of Telefonica (TEF) in Q1 2026, closing a stake of 59,401 shares — an estimated $241K sold.

Callan Family Office first reported a position in TEF in Q4 2024 and held it in 4 quarters. The position peaked at $272K in Q2 2025. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • Callan Family Office reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
  • Callan Family Office sold 59,401 Telefonica shares in Q1 2026, an estimated $241K.
  • Callan Family Office first reported a position in Telefonica in Q4 2024 and held it in 4 quarters.
  • Callan Family Office's Telefonica position peaked at $272K in Q2 2025.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.