Focus Partners Wealth
TEF

Focus Partners Wealth’s Telefonica TEF Stock Holding History

Focus Partners Wealth’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
-19,293
Closed -$80.1K – 2829
2025
Q4 		$80.1K Buy
19,293
+4,941
+34% +$22.3K ﹤0.01% 2571
2025
Q3 		$72.9K Sell
14,352
-11,607
-45% -$61.7K ﹤0.01% 2145
2025
Q2 		$137K Sell
25,959
-388
-1% -$1.95K ﹤0.01% 1918
2025
Q1 		$123K Buy
26,347
+5,177
+24% +$22.2K ﹤0.01% 1803
2024
Q4 		$85.2K Buy
21,170
+5,435
+35% +$24.5K ﹤0.01% 1804
2024
Q3 		$76.5K Buy
+15,735
New +$71.5K ﹤0.01% 1529

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

Focus Partners Wealth's TEF Position: Q1 2026 in Review

Focus Partners Wealth sold out of Telefonica (TEF) in Q1 2026, closing a stake of 19,293 shares — an estimated $80.1K sold.

Focus Partners Wealth first reported a position in TEF in Q3 2024 and held it in 6 quarters. The position peaked at $137K in Q2 2025. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • Focus Partners Wealth reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 19,293 Telefonica shares in Q1 2026, an estimated $80.1K.
  • Focus Partners Wealth first reported a position in Telefonica in Q3 2024 and held it in 6 quarters.
  • Focus Partners Wealth's Telefonica position peaked at $137K in Q2 2025.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.