MPPW
TEF

Mitchell & Pahl Private Wealth’s Telefonica TEF Stock Holding History

Mitchell & Pahl Private 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
-153,174
Closed -$620K – 146
2025
Q4 		$620K Sell
153,174
-3,220
-2% -$14.5K 0.26% 118
2025
Q3 		$794K Buy
156,394
+1,541
+1% +$8.19K 0.33% 106
2025
Q2 		$810K Buy
154,853
+7,062
+5% +$35.5K 0.36% 101
2025
Q1 		$689K Sell
147,791
-3,488
-2% -$15K 0.32% 106
2024
Q4 		$608K Buy
151,279
+15,343
+11% +$69.1K 0.28% 113
2024
Q3 		$661K Buy
135,936
+2,768
+2% +$12.6K 0.31% 116
2024
Q2 		$561K Buy
133,168
+165
+0.1% +$729 0.3% 116
2024
Q1 		$587K Buy
133,003
+10,558
+9% +$43.3K 0.31% 114
2023
Q4 		$478K Buy
122,445
+2,590
+2% +$10.4K 0.27% 121
2023
Q3 		$488K Buy
119,855
+21,268
+22% +$86.1K 0.29% 117
2023
Q2 		$397K Buy
98,587
+11,532
+13% +$48.9K 0.24% 127
2023
Q1 		$373K Buy
87,055
+3,354
+4% +$13.3K 0.23% 129
2022
Q4 		$299K Buy
83,701
+6,404
+8% +$22.4K 0.2% 137
2022
Q3 		$250K Buy
77,297
+11,419
+17% +$48.4K 0.18% 141
2022
Q2 		$338K Buy
65,878
+8,461
+15% +$41.4K 0.24% 125
2022
Q1 		$267K Buy
57,417
+16,803
+41% +$74.8K 0.17% 146
2021
Q4 		$167K Buy
40,614
+7,039
+21% +$29.4K 0.11% 163
2021
Q3 		$148K Buy
33,575
+3,436
+11% +$15.3K 0.11% 156
2021
Q2 		$132K Buy
30,139
+3,794
+14% +$16.4K 0.09% 153
2021
Q1 		$106K Buy
26,345
+2,668
+11% +$10.9K 0.08% 148
2020
Q4 		$85K Buy
+23,677
New +$80K 0.07% 146

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 $6.53B AUM 20.48% 1-Year Est. Return

Mitchell & Pahl Private Wealth's TEF Position: Q1 2026 in Review

Mitchell & Pahl Private Wealth sold out of Telefonica (TEF) in Q1 2026, closing a stake of 153,174 shares — an estimated $620K sold.

Mitchell & Pahl Private Wealth first reported a position in TEF in Q4 2020 and held it in 21 quarters. The position peaked at $810K in Q2 2025. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • Mitchell & Pahl Private Wealth reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
  • Mitchell & Pahl Private Wealth sold 153,174 Telefonica shares in Q1 2026, an estimated $620K.
  • Mitchell & Pahl Private Wealth first reported a position in Telefonica in Q4 2020 and held it in 21 quarters.
  • Mitchell & Pahl Private Wealth's Telefonica position peaked at $810K in Q2 2025.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.