Corient Private Wealth
TEF

Corient Private Wealth’s Telefonica TEF Stock Holding History

Corient Private Wealth’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
-72,302
Closed -$294K – 3021
2025
Q4 		$294K Buy
72,302
+25,587
+55% +$115K ﹤0.01% 2500
2025
Q3 		$237K Buy
46,715
+689
+1% +$3.66K ﹤0.01% 2267
2025
Q2 		$241K Sell
46,026
-6,157
-12% -$30.9K ﹤0.01% 2123
2025
Q1 		$243K Sell
52,183
-36,087
-41% -$155K ﹤0.01% 1963
2024
Q4 		$355K Sell
88,270
-7,941
-8% -$35.8K ﹤0.01% 1804
2024
Q3 		$468K Buy
96,211
+43,352
+82% +$197K ﹤0.01% 1778
2024
Q2 		$223K Sell
52,859
-7,358
-12% -$32.5K ﹤0.01% 2073
2024
Q1 		$266K Sell
60,217
-5,310
-8% -$21.8K ﹤0.01% 1957
2023
Q4 		$256K Sell
65,527
-22,859
-26% -$91.8K ﹤0.01% 1952
2023
Q3 		$356K Buy
88,386
+11,558
+15% +$46.8K ﹤0.01% 1660
2023
Q2 		$305K Sell
76,828
-5,408
-7% -$22.9K ﹤0.01% 1688
2023
Q1 		$352K Buy
82,236
+31,163
+61% +$124K ﹤0.01% 1530
2022
Q4 		$183K Buy
+51,073
New +$179K ﹤0.01% 1504

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

Corient Private Wealth's TEF Position: Q1 2026 in Review

Corient Private Wealth sold out of Telefonica (TEF) in Q1 2026, closing a stake of 72,302 shares — an estimated $294K sold.

Corient Private Wealth first reported a position in TEF in Q4 2022 and held it in 13 quarters. The position peaked at $468K in Q3 2024. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • Corient Private Wealth reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
  • Corient Private Wealth sold 72,302 Telefonica shares in Q1 2026, an estimated $294K.
  • Corient Private Wealth first reported a position in Telefonica in Q4 2022 and held it in 13 quarters.
  • Corient Private Wealth's Telefonica position peaked at $468K in Q3 2024.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.