CG
TEF

Caprock Group’s Telefonica TEF Stock Holding History

Caprock Group’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
-25,314
Closed -$107K – 1287
2025
Q4 		$107K Sell
25,314
-11,772
-32% -$53K ﹤0.01% 1153
2025
Q3 		$198K Buy
+37,086
New +$197K ﹤0.01% 1070
2025
Q1 		$162K Buy
34,666
+1,862
+6% +$7.99K ﹤0.01% 1022
2024
Q4 		$137K Sell
32,804
-2,441
-7% -$11K ﹤0.01% 957
2024
Q3 		$171K Buy
35,245
+1,239
+4% +$5.63K 0.01% 859
2024
Q2 		$149K Buy
34,006
+6,886
+25% +$30.4K 0.01% 816
2024
Q1 		$120K Buy
27,120
+343
+1% +$1.41K 0.01% 693
2023
Q4 		$110K Sell
26,777
-3,187
-11% -$12.8K 0.01% 672
2023
Q3 		$122K Buy
29,964
+9,174
+44% +$37.1K 0.01% 630
2023
Q2 		$88.9K Sell
20,790
-12,174
-37% -$51.6K 0.01% 645
2023
Q1 		$141K Buy
32,964
+17,440
+112% +$69.1K 0.01% 613
2022
Q4 		$58.2K Sell
15,524
-11,717
-43% -$41K 0.01% 545
2022
Q3 		$88K Sell
27,241
-9,873
-27% -$41.8K 0.01% 550
2022
Q2 		$190K Buy
37,114
+3,982
+12% +$19.5K 0.02% 513
2022
Q1 		$154K Buy
33,132
+3,081
+10% +$13.7K 0.01% 576
2021
Q4 		$123K Buy
30,051
+13,960
+87% +$58.3K 0.01% 564
2021
Q3 		$71K Sell
16,091
-149
-0.9% -$662 0.01% 530
2021
Q2 		$71K Sell
16,240
-3,469
-18% -$15K 0.01% 517
2021
Q1 		$79K Buy
19,709
+7,670
+64% +$31.2K 0.01% 484
2020
Q4 		$44K Sell
12,039
-6,954
-37% -$23.5K 0.01% 481
2020
Q3 		$55K Sell
18,993
-676
-3% -$2.38K 0.01% 399
2020
Q2 		$81K Buy
+19,669
New +$76.2K 0.01% 406

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 $6.53B AUM 20.48% 1-Year Est. Return

Caprock Group's TEF Position: Q1 2026 in Review

Caprock Group sold out of Telefonica (TEF) in Q1 2026, closing a stake of 25,314 shares — an estimated $107K sold.

Caprock Group first reported a position in TEF in Q2 2020 and held it in 22 quarters. The position peaked at $198K in Q3 2025. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • Caprock Group reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
  • Caprock Group sold 25,314 Telefonica shares in Q1 2026, an estimated $107K.
  • Caprock Group first reported a position in Telefonica in Q2 2020 and held it in 22 quarters.
  • Caprock Group's Telefonica position peaked at $198K in Q3 2025.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.