CAPTRUST Financial Advisors
TEF

CAPTRUST Financial Advisors’s Telefonica TEF Stock Holding History

CAPTRUST Financial 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
2026
Q1 		– Sell
-37,297
Closed -$151K – 3118
2025
Q4 		$151K Buy
37,297
+2,999
+9% +$13.5K ﹤0.01% 2565
2025
Q3 		$174K Buy
34,298
+5,627
+20% +$29.9K ﹤0.01% 2452
2025
Q2 		$150K Sell
28,671
-8,002
-22% -$40.2K ﹤0.01% 2348
2025
Q1 		$171K Buy
+36,673
New +$157K ﹤0.01% 2187
2024
Q4 		– Sell
-34,241
Closed -$166K – 2398
2024
Q3 		$166K Buy
34,241
+5,191
+18% +$23.6K ﹤0.01% 2163
2024
Q2 		$122K Buy
29,050
+5,856
+25% +$25.9K ﹤0.01% 2098
2024
Q1 		$102K Sell
23,194
-14,871
-39% -$61.1K ﹤0.01% 2055
2023
Q4 		$148K Buy
38,065
+2,740
+8% +$11K ﹤0.01% 2469
2023
Q3 		$144K Buy
35,325
+3,923
+12% +$15.9K ﹤0.01% 2370
2023
Q2 		$127K Buy
31,402
+2,081
+7% +$8.82K ﹤0.01% 2349
2023
Q1 		$125K Sell
29,321
-241
-0.8% -$955 ﹤0.01% 2132
2022
Q4 		$106K Buy
29,562
+15,500
+110% +$54.2K ﹤0.01% 2045
2022
Q3 		$46K Buy
14,062
+1,728
+14% +$7.32K ﹤0.01% 1991
2022
Q2 		$63K Buy
12,334
+1,892
+18% +$9.25K ﹤0.01% 2562
2022
Q1 		$49K Buy
10,442
+4,896
+88% +$21.8K ﹤0.01% 2793
2021
Q4 		$23K Buy
5,546
+977
+21% +$4.08K ﹤0.01% 3209
2021
Q3 		$20K Hold
4,569
– – ﹤0.01% 3179
2021
Q2 		$20K Sell
4,569
-87
-2% -$377 ﹤0.01% 3117
2021
Q1 		$19K Buy
4,656
+1,480
+47% +$6.03K ﹤0.01% 3046
2020
Q4 		$11K Sell
3,176
-177
-5% -$598 ﹤0.01% 2534
2020
Q3 		$10K Buy
+3,353
New +$11.8K ﹤0.01% 2286

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

CAPTRUST Financial Advisors's TEF Position: Q1 2026 in Review

CAPTRUST Financial Advisors sold out of Telefonica (TEF) in Q1 2026, closing a stake of 37,297 shares — an estimated $151K sold.

CAPTRUST Financial Advisors first reported a position in TEF in Q3 2020 and held it in 21 quarters. The position peaked at $174K in Q3 2025. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • CAPTRUST Financial Advisors reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 37,297 Telefonica shares in Q1 2026, an estimated $151K.
  • CAPTRUST Financial Advisors first reported a position in Telefonica in Q3 2020 and held it in 21 quarters.
  • CAPTRUST Financial Advisors's Telefonica position peaked at $174K in Q3 2025.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.