EI
TEF

Ellevest Inc’s Telefonica TEF Stock Holding History

Ellevest Inc’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
-41,804
Closed -$169K – 461
2025
Q4 		$169K Sell
41,804
-4,305
-9% -$19.4K 0.02% 416
2025
Q3 		$234K Sell
46,109
-4,983
-10% -$26.5K 0.03% 384
2025
Q2 		$267K Sell
51,092
-2,657
-5% -$13.4K 0.04% 324
2025
Q1 		$250K Sell
53,749
-21,925
-29% -$94K 0.02% 330
2024
Q4 		$304K Sell
75,674
-13,143
-15% -$59.2K 0.02% 306
2024
Q3 		$432K Sell
88,817
-2,889
-3% -$13.1K 0.02% 252
2024
Q2 		$386K Buy
91,706
+21,248
+30% +$93.9K 0.02% 265
2024
Q1 		$311K Buy
70,458
+242
+0.3% +$994 0.02% 303
2023
Q4 		$274K Buy
70,216
+8,112
+13% +$32.6K 0.02% 310
2023
Q3 		$253K Buy
62,104
+1,412
+2% +$5.72K 0.02% 291
2023
Q2 		$245K Buy
60,692
+5,028
+9% +$21.3K 0.02% 303
2023
Q1 		$238K Sell
55,664
-3,678
-6% -$14.6K 0.02% 283
2022
Q4 		$212K Buy
59,342
+27,697
+88% +$96.8K 0.02% 289
2022
Q3 		$103K Sell
31,645
-43,227
-58% -$183K 0.01% 409
2022
Q2 		$384K Buy
74,872
+24,364
+48% +$119K 0.04% 144
2022
Q1 		$235K Sell
50,508
-5,052
-9% -$22.5K 0.02% 295
2021
Q4 		$228K Buy
55,560
+3,427
+7% +$14.3K 0.02% 269
2021
Q3 		$229K Buy
52,133
+34,866
+202% +$155K 0.02% 248
2021
Q2 		$76K Buy
17,267
+2,314
+15% +$10K 0.01% 410
2021
Q1 		$60K Buy
14,953
+2,414
+19% +$9.83K 0.01% 428
2020
Q4 		$45K Buy
12,539
+7,025
+127% +$23.7K 0.01% 486
2020
Q3 		$16K Buy
5,514
+2,823
+105% +$9.94K ﹤0.01% 568
2020
Q2 		$11K Buy
2,691
+1,823
+210% +$7.06K ﹤0.01% 605
2020
Q1 		$3K Buy
+868
New +$4.29K ﹤0.01% 726

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 $7.49B AUM 24.82% 1-Year Est. Return

Ellevest Inc's TEF Position: Q1 2026 in Review

Ellevest Inc sold out of Telefonica (TEF) in Q1 2026, closing a stake of 41,804 shares — an estimated $169K sold.

Ellevest Inc first reported a position in TEF in Q1 2020 and held it in 24 quarters. The position peaked at $432K in Q3 2024. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • Ellevest Inc reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
  • Ellevest Inc sold 41,804 Telefonica shares in Q1 2026, an estimated $169K.
  • Ellevest Inc first reported a position in Telefonica in Q1 2020 and held it in 24 quarters.
  • Ellevest Inc's Telefonica position peaked at $432K in Q3 2024.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.