NW
TEF

Naviter Wealth’s Telefonica TEF Stock Holding History

Naviter 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
-74,372
Closed -$314K – 287
2025
Q4 		$314K Sell
74,372
-11,012
-13% -$49.6K 0.04% 226
2025
Q3 		$434K Buy
85,384
+2,290
+3% +$12.2K 0.05% 207
2025
Q2 		$440K Buy
83,094
+56,094
+208% +$282K 0.05% 201
2025
Q1 		$125K Hold
27,000
– – 0.02% 260
2024
Q4 		$113K Buy
27,000
+9,010
+50% +$40.6K 0.01% 270
2024
Q3 		$87.4K Hold
17,990
– – 0.01% 239
2024
Q2 		$78.6K Hold
17,990
– – 0.01% 229
2024
Q1 		$79.3K Hold
17,990
– – 0.01% 229
2023
Q4 		$73.1K Hold
17,990
– – 0.01% 216
2023
Q3 		$73.2K Hold
17,990
– – 0.02% 207
2023
Q2 		$75.4K Hold
17,990
– – 0.02% 227
2023
Q1 		$77K Buy
17,990
+7,654
+74% +$30.3K 0.03% 191
2022
Q4 		$40.2K Buy
+10,336
New +$36.1K 0.01% 192

Other funds holding TEF

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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 $1.88B AUM 29.07% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Naviter Wealth's TEF Position: Q1 2026 in Review

Naviter Wealth sold out of Telefonica (TEF) in Q1 2026, closing a stake of 74,372 shares — an estimated $314K sold.

Naviter Wealth first reported a position in TEF in Q4 2022 and held it in 13 quarters. The position peaked at $440K in Q2 2025. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • Naviter Wealth reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
  • Naviter Wealth sold 74,372 Telefonica shares in Q1 2026, an estimated $314K.
  • Naviter Wealth first reported a position in Telefonica in Q4 2022 and held it in 13 quarters.
  • Naviter Wealth's Telefonica position peaked at $440K in Q2 2025.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.