EWA
TEF

EverSource Wealth Advisors’s Telefonica TEF Stock Holding History

EverSource Wealth Advisors’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
-19,848
Closed -$80.4K – 4501
2025
Q4 		$80.4K Sell
19,848
-1,280
-6% -$5.77K ﹤0.01% 1436
2025
Q3 		$107K Buy
21,128
+219
+1% +$1.16K ﹤0.01% 1242
2025
Q2 		$109K Buy
20,909
+10,859
+108% +$54.6K ﹤0.01% 1151
2025
Q1 		$46.8K Buy
10,050
+2,961
+42% +$12.7K ﹤0.01% 1269
2024
Q4 		$28.5K Sell
7,089
-1,021
-13% -$4.6K ﹤0.01% 1448
2024
Q3 		$39.4K Buy
8,110
+1,631
+25% +$7.41K ﹤0.01% 1161
2024
Q2 		$29.4K Buy
6,479
+797
+14% +$3.52K ﹤0.01% 1329
2024
Q1 		$25.2K Buy
5,682
+3,590
+172% +$14.7K ﹤0.01% 1257
2023
Q4 		$8.16K Buy
2,092
+1,678
+405% +$6.74K ﹤0.01% 1655
2023
Q3 		$1.69K Sell
414
-24
-5% -$97 ﹤0.01% 2066
2023
Q2 		$1.76K Buy
+438
New +$1.86K ﹤0.01% 2065
2022
Q4 		– Sell
-1,940
Closed -$6.78K – 2422
2022
Q3 		$6K Sell
1,940
-14,104
-88% -$59.8K ﹤0.01% 1323
2022
Q2 		$83K Buy
16,044
+14,155
+749% +$69.2K 0.02% 432
2022
Q1 		$8K Hold
1,889
– – ﹤0.01% 1101
2021
Q4 		$8K Buy
+1,889
New +$7.89K ﹤0.01% 1070

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

EverSource Wealth Advisors's TEF Position: Q1 2026 in Review

EverSource Wealth Advisors sold out of Telefonica (TEF) in Q1 2026, closing a stake of 19,848 shares — an estimated $80.4K sold.

EverSource Wealth Advisors first reported a position in TEF in Q4 2021 and held it in 15 quarters. The position peaked at $109K in Q2 2025. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • EverSource Wealth Advisors reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 19,848 Telefonica shares in Q1 2026, an estimated $80.4K.
  • EverSource Wealth Advisors first reported a position in Telefonica in Q4 2021 and held it in 15 quarters.
  • EverSource Wealth Advisors's Telefonica position peaked at $109K in Q2 2025.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.