Corient IA’s Telefonica TEF Stock Holding History

Corient IA’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	-44,000	Closed	-$230K	–	278
2025 Q2	$230K	Buy	44,000 +9,000	+26%	+$45.2K	0.14%	268
2025 Q1	$163K	Buy	+35,000	New	+$150K	0.12%	279

Other funds holding TEF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Corient IA's TEF Position: Q3 2025 in Review

Corient IA sold out of Telefonica (TEF) in Q3 2025, closing a stake of 44,000 shares — an estimated $230K sold.

Corient IA first reported a position in TEF in Q1 2025 and held it in 2 quarters. The position peaked at $230K in Q2 2025. 250 funds tracked by Wall St. Rank hold TEF as of Q3 2025.

Corient IA reported no remaining Telefonica position as of Q3 2025 after selling out during the quarter.
Corient IA sold 44,000 Telefonica shares in Q3 2025, an estimated $230K.
Corient IA first reported a position in Telefonica in Q1 2025 and held it in 2 quarters.
Corient IA's Telefonica position peaked at $230K in Q2 2025.
250 funds tracked by Wall St. Rank held Telefonica as of Q3 2025.

Based on Corient IA's 13F filing for Q3 2025, filed 12 Nov 2025.