CIA
TEF

Cape Investment Advisory’s Telefonica TEF Stock Holding History

Cape Investment Advisory’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
-2,804
Closed -$11.4K – 1097
2025
Q4 		$11.4K Buy
2,804
+1,096
+64% +$4.94K ﹤0.01% 729
2025
Q3 		$8.68K Buy
1,708
+129
+8% +$685 0.01% 434
2025
Q2 		$8.26K Buy
1,579
+146
+10% +$734 ﹤0.01% 668
2025
Q1 		$6.68K Sell
1,433
-711
-33% -$3.05K ﹤0.01% 681
2024
Q4 		$8.62K Buy
2,144
+902
+73% +$4.06K ﹤0.01% 616
2024
Q3 		$6.04K Hold
1,242
– – ﹤0.01% 664
2024
Q2 		$5.23K Hold
1,242
– – ﹤0.01% 655
2024
Q1 		$5.48K Buy
1,242
+365
+42% +$1.5K ﹤0.01% 633
2023
Q4 		$3.42K Hold
877
– – ﹤0.01% 839
2023
Q3 		$3.57K Hold
877
– – ﹤0.01% 716
2023
Q2 		$3.53K Buy
877
+260
+42% +$1.1K ﹤0.01% 709
2023
Q1 		$2.64K Buy
+617
New +$2.44K ﹤0.01% 778

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

Cape Investment Advisory's TEF Position: Q1 2026 in Review

Cape Investment Advisory sold out of Telefonica (TEF) in Q1 2026, closing a stake of 2,804 shares — an estimated $11.4K sold.

Cape Investment Advisory first reported a position in TEF in Q1 2023 and held it in 12 quarters. The position peaked at $11.4K in Q4 2025. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • Cape Investment Advisory reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 2,804 Telefonica shares in Q1 2026, an estimated $11.4K.
  • Cape Investment Advisory first reported a position in Telefonica in Q1 2023 and held it in 12 quarters.
  • Cape Investment Advisory's Telefonica position peaked at $11.4K in Q4 2025.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.