Creative Planning
TEF

Creative Planning’s Telefonica TEF Stock Holding History

Creative Planning’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
-147,522
Closed -$597K – 4196
2025
Q4 		$597K Buy
147,522
+1,982
+1% +$8.93K ﹤0.01% 2686
2025
Q3 		$739K Sell
145,540
-1,030
-0.7% -$5.47K ﹤0.01% 2396
2025
Q2 		$767K Sell
146,570
-1,906
-1% -$9.58K ﹤0.01% 2078
2025
Q1 		$692K Sell
148,476
-21,626
-13% -$92.8K ﹤0.01% 2013
2024
Q4 		$684K Sell
170,102
-2,787
-2% -$12.5K ﹤0.01% 1940
2024
Q3 		$840K Sell
172,889
-254
-0.1% -$1.15K ﹤0.01% 1660
2024
Q2 		$729K Sell
173,143
-7,120
-4% -$31.5K ﹤0.01% 1644
2024
Q1 		$795K Buy
180,263
+8,954
+5% +$36.8K ﹤0.01% 1510
2023
Q4 		$668K Sell
171,309
-35,199
-17% -$141K ﹤0.01% 1497
2023
Q3 		$840K Buy
206,508
+14,426
+8% +$58.4K ﹤0.01% 1256
2023
Q2 		$774K Buy
192,082
+75,446
+65% +$320K ﹤0.01% 1266
2023
Q1 		$499K Buy
116,636
+27,073
+30% +$107K ﹤0.01% 1469
2022
Q4 		$320K Buy
89,563
+22,967
+34% +$80.3K ﹤0.01% 1680
2022
Q3 		$216K Buy
66,596
+15,667
+31% +$66.4K ﹤0.01% 1862
2022
Q2 		$261K Buy
50,929
+9,125
+22% +$44.6K ﹤0.01% 1706
2022
Q1 		$194K Buy
41,804
+701
+2% +$3.12K ﹤0.01% 1899
2021
Q4 		$169K Buy
41,103
+4,893
+14% +$20.4K ﹤0.01% 1898
2021
Q3 		$159K Buy
+36,210
New +$161K ﹤0.01% 1893
2021
Q2 		– Sell
-38,145
Closed -$154K – 2546
2021
Q1 		$154K Buy
38,145
+999
+3% +$4.07K ﹤0.01% 2161
2020
Q4 		$133K Sell
37,146
-3,956
-10% -$13.4K ﹤0.01% 1983
2020
Q3 		$119K Buy
41,102
+26,660
+185% +$93.8K ﹤0.01% 1800
2020
Q2 		$59K Buy
+14,442
New +$55.9K ﹤0.01% 1745
2019
Q4 		– Sell
-24,470
Closed -$150K – 2110
2019
Q3 		$150K Buy
24,470
+10,453
+75% +$63.2K ﹤0.01% 1667
2019
Q2 		$94K Sell
14,017
-2,348
-14% -$15.6K ﹤0.01% 1750
2019
Q1 		$111K Sell
16,365
-666
-4% -$4.66K ﹤0.01% 1688
2018
Q4 		$116K Buy
17,031
+2,685
+19% +$18.2K ﹤0.01% 1611
2018
Q3 		$91K Sell
14,346
-166
-1% -$1.14K ﹤0.01% 1810
2018
Q2 		$100K Sell
14,512
-11,881
-45% -$90.5K ﹤0.01% 1772
2018
Q1 		$210K Buy
26,393
+8,226
+45% +$65.3K ﹤0.01% 1577
2017
Q4 		$142K Sell
18,167
-4,715
-21% -$38.7K ﹤0.01% 1682
2017
Q3 		$199K Buy
22,882
+785
+4% +$6.88K ﹤0.01% 1609
2017
Q2 		$186K Sell
22,097
-4,239
-16% -$37.9K ﹤0.01% 1565
2017
Q1 		$238K Sell
26,336
-3,776
-13% -$31.1K ﹤0.01% 1390
2016
Q4 		$224K Buy
30,112
+2,370
+9% +$17.3K ﹤0.01% 1356
2016
Q3 		$217K Sell
27,742
-48,195
-63% -$373K ﹤0.01% 1362
2016
Q2 		$559K Buy
75,937
+49,204
+184% +$395K ﹤0.01% 725
2016
Q1 		$231K Sell
26,733
-1,194
-4% -$9.73K ﹤0.01% 1137
2015
Q4 		$240K Sell
27,927
-799
-3% -$7.57K ﹤0.01% 1104
2015
Q3 		$261K Sell
28,726
-767
-3% -$8.16K ﹤0.01% 1037
2015
Q2 		$316K Buy
29,493
+2,007
+7% +$22.1K ﹤0.01% 785
2015
Q1 		$298K Sell
27,486
-742
-3% -$8.16K ﹤0.01% 996
2014
Q4 		$303K Buy
28,228
+4,522
+19% +$50.7K ﹤0.01% 933
2014
Q3 		$267K Buy
23,706
+7,678
+48% +$90.2K ﹤0.01% 925
2014
Q2 		$202K Sell
16,028
-328
-2% -$3.99K ﹤0.01% 1035
2014
Q1 		$190K Sell
16,356
-1,501
-8% -$17.3K ﹤0.01% 1023
2013
Q4 		$214K Buy
17,857
+4,657
+35% +$56.4K ﹤0.01% 836
2013
Q3 		$150K Sell
13,200
-3,291
-20% -$34K ﹤0.01% 891
2013
Q2 		$155K Buy
+16,491
New +$168K ﹤0.01% 765

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

Creative Planning's TEF Position: Q1 2026 in Review

Creative Planning sold out of Telefonica (TEF) in Q1 2026, closing a stake of 147,522 shares — an estimated $597K sold.

Creative Planning first reported a position in TEF in Q2 2013 and held it in 48 quarters. The position peaked at $840K in Q3 2023. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • Creative Planning reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
  • Creative Planning sold 147,522 Telefonica shares in Q1 2026, an estimated $597K.
  • Creative Planning first reported a position in Telefonica in Q2 2013 and held it in 48 quarters.
  • Creative Planning's Telefonica position peaked at $840K in Q3 2023.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.