EWM
TEF

Empirical Wealth Management’s Telefonica TEF Stock Holding History

Empirical 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
-78,876
Closed -$319K – 1037
2025
Q4 		$319K Buy
+78,876
New +$355K 0.01% 676

Other funds holding TEF

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AAM
Auxier Asset Management Aurora, Oregon $696M AUM 18.07% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
S
SimplyRich Carlsbad, California $427M AUM 43.67% 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 $713M AUM 19.82% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

Empirical Wealth Management sold out of Telefonica (TEF) in Q1 2026, closing a stake of 78,876 shares — an estimated $319K sold.

Empirical Wealth Management first reported a position in TEF in Q4 2025 and held it in 1 quarter. The position peaked at $319K in Q4 2025. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • Empirical Wealth Management reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
  • Empirical Wealth Management sold 78,876 Telefonica shares in Q1 2026, an estimated $319K.
  • Empirical Wealth Management first reported a position in Telefonica in Q4 2025 and held it in 1 quarter.
  • Empirical Wealth Management's Telefonica position peaked at $319K in Q4 2025.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

Based on Empirical Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.