Dynasty Wealth Management’s Telefonica TEF Stock Holding History

Dynasty 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
2025 Q4	–	Sell	-47,729	Closed	-$242K	–	351
2025 Q3	$242K	Buy	+47,729	New	+$254K	﹤0.01%	284

Other funds holding TEF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Dynasty Wealth Management's TEF Position: Q4 2025 in Review

Dynasty Wealth Management sold out of Telefonica (TEF) in Q4 2025, closing a stake of 47,729 shares — an estimated $242K sold.

Dynasty Wealth Management first reported a position in TEF in Q3 2025 and held it in 1 quarter. The position peaked at $242K in Q3 2025. 245 funds tracked by Wall St. Rank hold TEF as of Q4 2025.

Dynasty Wealth Management reported no remaining Telefonica position as of Q4 2025 after selling out during the quarter.
Dynasty Wealth Management sold 47,729 Telefonica shares in Q4 2025, an estimated $242K.
Dynasty Wealth Management first reported a position in Telefonica in Q3 2025 and held it in 1 quarter.
Dynasty Wealth Management's Telefonica position peaked at $242K in Q3 2025.
245 funds tracked by Wall St. Rank held Telefonica as of Q4 2025.

Based on Dynasty Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.