D.J. St. Germain’s Telefonica TEF Stock Holding History

D.J. St. Germain’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	-21	Closed	-$85	–	971
2025 Q4	$85	Hold	21	–	–	﹤0.01%	903
2025 Q3	$107	Hold	21	–	–	﹤0.01%	878
2025 Q2	$110	Buy	+21	New	+$106	﹤0.01%	855

Other funds holding TEF

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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 Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

SimplyRich Carlsbad, California $391M AUM 24.42% 1-Year Est. Return

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 Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

D.J. St. Germain's TEF Position: Q1 2026 in Review

D.J. St. Germain sold out of Telefonica (TEF) in Q1 2026, closing a stake of 21 shares — an estimated $85 sold.

D.J. St. Germain first reported a position in TEF in Q2 2025 and held it in 3 quarters. The position peaked at $110 in Q2 2025. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

D.J. St. Germain reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
D.J. St. Germain sold 21 Telefonica shares in Q1 2026, an estimated $85.
D.J. St. Germain first reported a position in Telefonica in Q2 2025 and held it in 3 quarters.
D.J. St. Germain's Telefonica position peaked at $110 in Q2 2025.
48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

Based on D.J. St. Germain's 13F filing for Q1 2026, filed 13 Apr 2026.