CIA
TEF

Concurrent Investment Advisors’s Telefonica TEF Stock Holding History

Concurrent Investment 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
Q3 		– Sell
-19,543
Closed -$102K – 1601
2025
Q2 		$102K Sell
19,543
-15,704
-45% -$78.9K ﹤0.01% 1329
2025
Q1 		$164K Sell
35,247
-285
-0.8% -$1.22K ﹤0.01% 1154
2024
Q4 		$143K Sell
35,532
-1,526
-4% -$6.87K ﹤0.01% 1028
2024
Q3 		$180K Buy
37,058
+4,220
+13% +$19.2K 0.01% 956
2024
Q2 		$138K Buy
32,838
+12,603
+62% +$55.7K ﹤0.01% 913
2024
Q1 		$89.2K Buy
+20,235
New +$83.1K ﹤0.01% 862

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Concurrent Investment Advisors's TEF Position: Q3 2025 in Review

Concurrent Investment Advisors sold out of Telefonica (TEF) in Q3 2025, closing a stake of 19,543 shares — an estimated $102K sold.

Concurrent Investment Advisors first reported a position in TEF in Q1 2024 and held it in 6 quarters. The position peaked at $180K in Q3 2024. 250 funds tracked by Wall St. Rank hold TEF as of Q3 2025.

  • Concurrent Investment Advisors reported no remaining Telefonica position as of Q3 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 19,543 Telefonica shares in Q3 2025, an estimated $102K.
  • Concurrent Investment Advisors first reported a position in Telefonica in Q1 2024 and held it in 6 quarters.
  • Concurrent Investment Advisors's Telefonica position peaked at $180K in Q3 2024.
  • 250 funds tracked by Wall St. Rank held Telefonica as of Q3 2025.

Based on Concurrent Investment Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.