Cerity Partners
TEF

Cerity Partners’s Telefonica TEF Stock Holding History

Cerity Partners’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
-342,476
Closed -$1.39M – 3394
2025
Q4 		$1.39M Sell
342,476
-86,874
-20% -$391K ﹤0.01% 1548
2025
Q3 		$2.18M Sell
429,350
-24,221
-5% -$129K ﹤0.01% 1256
2025
Q2 		$2.37M Sell
453,571
-1,282
-0.3% -$6.44K ﹤0.01% 1137
2025
Q1 		$2.12M Buy
454,853
+179,119
+65% +$768K ﹤0.01% 1102
2024
Q4 		$1.17M Sell
275,734
-46,958
-15% -$211K ﹤0.01% 1341
2024
Q3 		$1.57M Buy
322,692
+142,451
+79% +$647K ﹤0.01% 1201
2024
Q2 		$759K Sell
180,241
-33,605
-16% -$148K ﹤0.01% 1349
2024
Q1 		$943K Buy
213,846
+52,666
+33% +$216K ﹤0.01% 1305
2023
Q4 		$629K Buy
161,180
+8,632
+6% +$34.7K ﹤0.01% 1178
2023
Q3 		$621K Sell
152,548
-31,207
-17% -$126K ﹤0.01% 899
2023
Q2 		$741K Sell
183,755
-14,673
-7% -$62.2K ﹤0.01% 1020
2023
Q1 		$1.62M Buy
198,428
+34,552
+21% +$137K ﹤0.01% 786
2022
Q4 		$586K Buy
163,876
+36,757
+29% +$128K ﹤0.01% 868
2022
Q3 		$412K Buy
127,119
+17,991
+16% +$76.3K 0.01% 782
2022
Q2 		$560K Buy
109,128
+98,071
+887% +$479K 0.01% 714
2022
Q1 		$53K Sell
11,057
-33,451
-75% -$149K ﹤0.01% 917
2021
Q4 		$182K Buy
+44,508
New +$186K ﹤0.01% 940
2019
Q1 		– Sell
-19,961
Closed -$136K – 571
2018
Q4 		$136K Buy
19,961
+21
+0.1% +$142 0.01% 494
2018
Q3 		$127K Buy
19,940
+2,707
+16% +$18.5K 0.01% 519
2018
Q2 		$119K Sell
17,233
-40,473
-70% -$308K 0.01% 525
2018
Q1 		$460K Sell
57,706
-2,218
-4% -$17.6K 0.04% 350
2017
Q4 		$469K Sell
59,924
-2,108
-3% -$17.3K 0.03% 351
2017
Q3 		$541K Sell
62,032
-17,773
-22% -$156K 0.04% 313
2017
Q2 		$651K Buy
79,805
+22,444
+39% +$201K 0.05% 209
2017
Q1 		$519K Buy
+57,361
New +$472K 0.04% 251

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

Cerity Partners's TEF Position: Q1 2026 in Review

Cerity Partners sold out of Telefonica (TEF) in Q1 2026, closing a stake of 342,476 shares — an estimated $1.39M sold.

Cerity Partners first reported a position in TEF in Q1 2017 and held it in 25 quarters. The position peaked at $2.37M in Q2 2025. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • Cerity Partners reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
  • Cerity Partners sold 342,476 Telefonica shares in Q1 2026, an estimated $1.39M.
  • Cerity Partners first reported a position in Telefonica in Q1 2017 and held it in 25 quarters.
  • Cerity Partners's Telefonica position peaked at $2.37M in Q2 2025.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.