JWA
TEF

JFS Wealth Advisors’s Telefonica TEF Stock Holding History

JFS 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
2025
Q4 		– Sell
-2,410
Closed -$12.2K – 1972
2025
Q3 		$12.2K Sell
2,410
-72
-3% -$383 ﹤0.01% 840
2025
Q2 		$13K Hold
2,482
– – ﹤0.01% 784
2025
Q1 		$11.6K Sell
2,482
-65
-3% -$279 ﹤0.01% 833
2024
Q4 		$10.2K Hold
2,547
– – ﹤0.01% 838
2024
Q3 		$12.4K Hold
2,547
– – ﹤0.01% 784
2024
Q2 		$10.7K Hold
2,547
– – ﹤0.01% 778
2024
Q1 		$11.2K Buy
2,547
+666
+35% +$2.73K ﹤0.01% 781
2023
Q4 		$7.34K Sell
1,881
-96
-5% -$386 ﹤0.01% 896
2023
Q3 		$8.05K Sell
1,977
-443
-18% -$1.79K ﹤0.01% 804
2023
Q2 		$9.75K Buy
2,420
+450
+23% +$1.91K ﹤0.01% 741
2023
Q1 		$8.43K Buy
1,970
+260
+15% +$1.03K ﹤0.01% 778
2022
Q4 		$6.11K Buy
1,710
+1,531
+855% +$5.35K ﹤0.01% 912
2022
Q3 		$1K Sell
179
-2,891
-94% -$12.3K ﹤0.01% 1656
2022
Q2 		$16K Buy
3,070
+194
+7% +$949 ﹤0.01% 641
2022
Q1 		$13K Buy
2,876
+2,418
+528% +$10.8K ﹤0.01% 720
2021
Q4 		$2K Buy
+458
New +$1.91K ﹤0.01% 1169
2014
Q3 		– Sell
-5,109
Closed -$64K – 499
2014
Q2 		$64K Buy
+5,109
New +$62.1K 0.01% 161

Other funds holding TEF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

JFS Wealth Advisors's TEF Position: Q4 2025 in Review

JFS Wealth Advisors sold out of Telefonica (TEF) in Q4 2025, closing a stake of 2,410 shares — an estimated $12.2K sold.

JFS Wealth Advisors first reported a position in TEF in Q2 2014 and held it in 17 quarters. The position peaked at $64K in Q2 2014. 245 funds tracked by Wall St. Rank hold TEF as of Q4 2025.

  • JFS Wealth Advisors reported no remaining Telefonica position as of Q4 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 2,410 Telefonica shares in Q4 2025, an estimated $12.2K.
  • JFS Wealth Advisors first reported a position in Telefonica in Q2 2014 and held it in 17 quarters.
  • JFS Wealth Advisors's Telefonica position peaked at $64K in Q2 2014.
  • 245 funds tracked by Wall St. Rank held Telefonica as of Q4 2025.

Based on JFS Wealth Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.