CPA
TEF

Capital Performance Advisors’s Telefonica TEF Stock Holding History

Capital Performance 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
2025
Q4 		– Sell
-11,938
Closed -$60.6K – 488
2025
Q3 		$60.6K Buy
11,938
+1,238
+12% +$6.58K 0.01% 343
2025
Q2 		$56K Buy
+10,700
New +$53.8K 0.01% 266

Other funds holding TEF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Capital Performance Advisors's TEF Position: Q4 2025 in Review

Capital Performance Advisors sold out of Telefonica (TEF) in Q4 2025, closing a stake of 11,938 shares — an estimated $60.6K sold.

Capital Performance Advisors first reported a position in TEF in Q2 2025 and held it in 2 quarters. The position peaked at $60.6K in Q3 2025. 245 funds tracked by Wall St. Rank hold TEF as of Q4 2025.

  • Capital Performance Advisors reported no remaining Telefonica position as of Q4 2025 after selling out during the quarter.
  • Capital Performance Advisors sold 11,938 Telefonica shares in Q4 2025, an estimated $60.6K.
  • Capital Performance Advisors first reported a position in Telefonica in Q2 2025 and held it in 2 quarters.
  • Capital Performance Advisors's Telefonica position peaked at $60.6K in Q3 2025.
  • 245 funds tracked by Wall St. Rank held Telefonica as of Q4 2025.

Based on Capital Performance Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.