MWM
TEF

Modern Wealth Management’s Telefonica TEF Stock Holding History

Modern Wealth 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
-35,258
Closed -$143K – 944
2025
Q4 		$143K Sell
35,258
-7,586
-18% -$34.2K ﹤0.01% 823
2025
Q3 		$218K Buy
42,844
+3,419
+9% +$18.2K ﹤0.01% 743
2025
Q2 		$206K Buy
39,425
+13,152
+50% +$66.1K 0.01% 737
2025
Q1 		$122K Buy
+26,273
New +$113K ﹤0.01% 664

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

Modern Wealth Management's TEF Position: Q1 2026 in Review

Modern Wealth Management sold out of Telefonica (TEF) in Q1 2026, closing a stake of 35,258 shares — an estimated $143K sold.

Modern Wealth Management first reported a position in TEF in Q1 2025 and held it in 4 quarters. The position peaked at $218K in Q3 2025. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • Modern Wealth Management reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
  • Modern Wealth Management sold 35,258 Telefonica shares in Q1 2026, an estimated $143K.
  • Modern Wealth Management first reported a position in Telefonica in Q1 2025 and held it in 4 quarters.
  • Modern Wealth Management's Telefonica position peaked at $218K in Q3 2025.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

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