DWM
TEF

Drive Wealth Management’s Telefonica TEF Stock Holding History

Drive Wealth Management’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
-24,173
Closed -$102K – 410
2025
Q4 		$102K Sell
24,173
-5,247
-18% -$23.6K 0.02% 368
2025
Q3 		$149K Buy
29,420
+425
+1% +$2.26K 0.03% 348
2025
Q2 		$157K Buy
28,995
+4,433
+18% +$22.3K 0.03% 329
2025
Q1 		$114K Buy
24,562
+13,349
+119% +$57.3K 0.03% 311
2024
Q4 		$45.4K Buy
+11,213
New +$50.5K 0.01% 339

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

Drive Wealth Management's TEF Position: Q1 2026 in Review

Drive Wealth Management sold out of Telefonica (TEF) in Q1 2026, closing a stake of 24,173 shares — an estimated $102K sold.

Drive Wealth Management first reported a position in TEF in Q4 2024 and held it in 5 quarters. The position peaked at $157K in Q2 2025. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • Drive Wealth Management reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
  • Drive Wealth Management sold 24,173 Telefonica shares in Q1 2026, an estimated $102K.
  • Drive Wealth Management first reported a position in Telefonica in Q4 2024 and held it in 5 quarters.
  • Drive Wealth Management's Telefonica position peaked at $157K in Q2 2025.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

Based on Drive Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.