CWP
TEF

Concord Wealth Partners’s Telefonica TEF Stock Holding History

Concord Wealth 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
2025
Q4 		– Sell
-100
Closed -$508 – 890
2025
Q3 		$508 Hold
100
– – ﹤0.01% 768
2025
Q2 		$523 Hold
100
– – ﹤0.01% 786
2025
Q1 		$466 Hold
100
– – ﹤0.01% 762
2024
Q4 		$402 Hold
100
– – ﹤0.01% 871
2024
Q3 		$486 Hold
100
– – ﹤0.01% 902
2024
Q2 		$421 Hold
100
– – ﹤0.01% 768
2024
Q1 		$441 Hold
100
– – ﹤0.01% 816
2023
Q4 		$390 Sell
100
-1,867
-95% -$7.5K ﹤0.01% 786
2023
Q3 		$8.01K Buy
1,967
+1,867
+1,867% +$7.56K ﹤0.01% 651
2023
Q2 		$403 Hold
100
– – ﹤0.01% 1002
2023
Q1 		$428 Sell
100
-8
-7% -$32 ﹤0.01% 942
2022
Q4 		$386 Buy
+108
New +$377 ﹤0.01% 1169
2022
Q3 		– Sell
-680
Closed -$3K – 1038
2022
Q2 		$3K Sell
680
-7,566
-92% -$37K ﹤0.01% 968
2022
Q1 		$38K Sell
8,246
-1,458
-15% -$6.49K 0.01% 483
2021
Q4 		$40K Buy
9,704
+8,479
+692% +$35.4K 0.01% 494
2021
Q3 		$5K Sell
1,225
-5,515
-82% -$24.5K ﹤0.01% 601
2021
Q2 		$30K Buy
6,740
+3,747
+125% +$16.2K 0.01% 431
2021
Q1 		$12K Buy
+2,993
New +$12.2K ﹤0.01% 563

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

Concord Wealth Partners's TEF Position: Q4 2025 in Review

Concord Wealth Partners sold out of Telefonica (TEF) in Q4 2025, closing a stake of 100 shares — an estimated $508 sold.

Concord Wealth Partners first reported a position in TEF in Q1 2021 and held it in 18 quarters. The position peaked at $40K in Q4 2021. 245 funds tracked by Wall St. Rank hold TEF as of Q4 2025.

  • Concord Wealth Partners reported no remaining Telefonica position as of Q4 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 100 Telefonica shares in Q4 2025, an estimated $508.
  • Concord Wealth Partners first reported a position in Telefonica in Q1 2021 and held it in 18 quarters.
  • Concord Wealth Partners's Telefonica position peaked at $40K in Q4 2021.
  • 245 funds tracked by Wall St. Rank held Telefonica as of Q4 2025.

Based on Concord Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.