CPG
TEF

Cornerstone Planning Group’s Telefonica TEF Stock Holding History

Cornerstone Planning Group’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
-549
Closed -$2.19K – 1911
2025
Q4 		$2.19K Buy
549
+522
+1,933% +$2.35K ﹤0.01% 1176
2025
Q3 		$779 Sell
27
-676
-96% -$3.59K ﹤0.01% 1372
2025
Q2 		$3.7K Buy
703
+173
+33% +$869 ﹤0.01% 793
2025
Q1 		$2.59K Buy
530
+108
+26% +$463 ﹤0.01% 914
2024
Q4 		$1.68K Buy
422
+251
+147% +$1.13K ﹤0.01% 835
2024
Q3 		$797 Buy
171
+109
+176% +$495 ﹤0.01% 990
2024
Q2 		$275 Buy
+62
New +$274 ﹤0.01% 1159

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 $7.49B AUM 24.82% 1-Year Est. Return

Cornerstone Planning Group's TEF Position: Q1 2026 in Review

Cornerstone Planning Group sold out of Telefonica (TEF) in Q1 2026, closing a stake of 549 shares — an estimated $2.19K sold.

Cornerstone Planning Group first reported a position in TEF in Q2 2024 and held it in 7 quarters. The position peaked at $3.7K in Q2 2025. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • Cornerstone Planning Group reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 549 Telefonica shares in Q1 2026, an estimated $2.19K.
  • Cornerstone Planning Group first reported a position in Telefonica in Q2 2024 and held it in 7 quarters.
  • Cornerstone Planning Group's Telefonica position peaked at $3.7K in Q2 2025.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.