FFM
TEF

Forum Financial Management’s Telefonica TEF Stock Holding History

Forum Financial 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
-34,039
Closed -$138K – 914
2025
Q4 		$138K Hold
34,039
– – ﹤0.01% 988
2025
Q3 		$173K Hold
34,039
– – ﹤0.01% 982
2025
Q2 		$178K Buy
34,039
+2,825
+9% +$14.2K ﹤0.01% 920
2025
Q1 		$145K Hold
31,214
– – ﹤0.01% 837
2024
Q4 		$125K Buy
31,214
+13,508
+76% +$60.8K ﹤0.01% 870
2024
Q3 		$86.1K Hold
17,706
– – ﹤0.01% 756
2024
Q2 		$74.5K Buy
+17,706
New +$78.2K ﹤0.01% 705
2023
Q4 		– Sell
-14,356
Closed -$58.4K – 719
2023
Q3 		$58.4K Hold
14,356
– – ﹤0.01% 629
2023
Q2 		$57.9K Sell
14,356
-57
-0.4% -$242 ﹤0.01% 648
2023
Q1 		$61.7K Sell
14,413
-7,852
-35% -$31.1K ﹤0.01% 609
2022
Q4 		$79.5K Buy
22,265
+9
+0% +$31 ﹤0.01% 583
2022
Q3 		$72K Hold
22,256
– – ﹤0.01% 525
2022
Q2 		$114K Sell
22,256
-718
-3% -$3.51K 0.01% 548
2022
Q1 		$106K Hold
22,974
– – 0.01% 590
2021
Q4 		$94K Buy
+22,974
New +$95.9K ﹤0.01% 641

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

Forum Financial Management's TEF Position: Q1 2026 in Review

Forum Financial Management sold out of Telefonica (TEF) in Q1 2026, closing a stake of 34,039 shares — an estimated $138K sold.

Forum Financial Management first reported a position in TEF in Q4 2021 and held it in 15 quarters. The position peaked at $178K in Q2 2025. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • Forum Financial Management reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 34,039 Telefonica shares in Q1 2026, an estimated $138K.
  • Forum Financial Management first reported a position in Telefonica in Q4 2021 and held it in 15 quarters.
  • Forum Financial Management's Telefonica position peaked at $178K in Q2 2025.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.