DT
TEF

Diversified Trust’s Telefonica TEF Stock Holding History

Diversified Trust’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
Q4 		– Sell
-55,139
Closed -$280K – 1097
2025
Q3 		$280K Buy
+55,139
New +$293K 0.01% 824
2013
Q4 		$71K Sell
97,194
-44,793
-32% -$542K 0.01% 452
2013
Q3 		$104K Sell
141,987
-45,564
-24% -$471K 0.01% 455
2013
Q2 		$138K Buy
+187,551
New +$1.91M 0.02% 454

Other funds holding TEF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Diversified Trust's TEF Position: Q4 2025 in Review

Diversified Trust sold out of Telefonica (TEF) in Q4 2025, closing a stake of 55,139 shares — an estimated $280K sold.

Diversified Trust first reported a position in TEF in Q2 2013 and held it in 4 quarters. The position peaked at $280K in Q3 2025. 245 funds tracked by Wall St. Rank hold TEF as of Q4 2025.

  • Diversified Trust reported no remaining Telefonica position as of Q4 2025 after selling out during the quarter.
  • Diversified Trust sold 55,139 Telefonica shares in Q4 2025, an estimated $280K.
  • Diversified Trust first reported a position in Telefonica in Q2 2013 and held it in 4 quarters.
  • Diversified Trust's Telefonica position peaked at $280K in Q3 2025.
  • 245 funds tracked by Wall St. Rank held Telefonica as of Q4 2025.

Based on Diversified Trust's 13F filing for Q4 2025, filed 9 Jan 2026.