OSAM
TEF

O'Shaughnessy Asset Management’s Telefonica TEF Stock Holding History

O'Shaughnessy Asset 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
-176,118
Closed -$713K – 2824
2025
Q4 		$713K Sell
176,118
-32,613
-16% -$147K ﹤0.01% 1317
2025
Q3 		$1.06M Buy
208,731
+9,347
+5% +$49.7K 0.01% 1093
2025
Q2 		$1.04M Buy
199,384
+24,858
+14% +$125K 0.01% 1045
2025
Q1 		$813K Sell
174,526
-25,894
-13% -$111K 0.01% 1087
2024
Q4 		$806K Sell
200,420
-44,365
-18% -$200K 0.01% 1059
2024
Q3 		$1.17M Sell
244,785
-67,150
-22% -$305K 0.01% 849
2024
Q2 		$1.31M Buy
311,935
+11,631
+4% +$51.4K 0.01% 742
2024
Q1 		$1.32M Buy
300,304
+52,586
+21% +$216K 0.01% 713
2023
Q4 		$966K Buy
247,718
+54,786
+28% +$220K 0.01% 767
2023
Q3 		$785K Buy
192,932
+141,921
+278% +$575K 0.01% 768
2023
Q2 		$206K Sell
51,011
-37,927
-43% -$161K ﹤0.01% 1198
2023
Q1 		$381K Sell
88,938
-43,761
-33% -$173K 0.01% 963
2022
Q4 		$474K Sell
132,699
-39,040
-23% -$136K 0.01% 810
2022
Q3 		$556K Sell
171,739
-95,745
-36% -$406K 0.01% 696
2022
Q2 		$1.37M Buy
267,484
+58,863
+28% +$288K 0.03% 464
2022
Q1 		$970K Buy
208,621
+94,098
+82% +$419K 0.02% 540
2021
Q4 		$470K Buy
114,523
+17,072
+18% +$71.3K 0.01% 710
2021
Q3 		$428K Sell
97,451
-9,993
-9% -$44.4K 0.01% 712
2021
Q2 		$471K Buy
107,444
+910
+0.9% +$3.94K 0.01% 683
2021
Q1 		$429K Buy
106,534
+49,036
+85% +$200K 0.01% 668
2020
Q4 		$206K Buy
57,498
+21,050
+58% +$71.2K 0.01% 818
2020
Q3 		$106K Buy
36,448
+1,403
+4% +$4.94K ﹤0.01% 879
2020
Q2 		$142K Buy
35,045
+28,861
+467% +$112K ﹤0.01% 750
2020
Q1 		$23K Sell
6,184
-3,139
-34% -$15.5K ﹤0.01% 921
2019
Q4 		$53K Buy
+9,323
New +$56.6K ﹤0.01% 952
2019
Q3 		– Sell
-6
Closed – – 1234
2019
Q2 		$0 Buy
+6
New +$40 ﹤0.01% 1210
2018
Q2 		– Sell
-983
Closed -$8K – 990
2018
Q1 		$8K Sell
983
-710
-42% -$5.64K ﹤0.01% 796
2017
Q4 		$13K Sell
1,693
-33,769
-95% -$277K ﹤0.01% 794
2017
Q3 		$309K Buy
35,462
+21
+0.1% +$184 0.01% 442
2017
Q2 		$298K Buy
35,441
+7,617
+27% +$68.1K 0.01% 451
2017
Q1 		$252K Buy
27,824
+18,261
+191% +$150K 0.01% 471
2016
Q4 		$71K Buy
+9,563
New +$69.9K ﹤0.01% 678
2016
Q1 		– Sell
-574,772
Closed -$4.94M – 1020
2015
Q4 		$4.94M Sell
574,772
-1,200,377
-68% -$11.4M 0.12% 136
2015
Q3 		$16.1M Sell
1,775,149
-1,509,212
-46% -$16.1M 0.34% 73
2015
Q2 		$35.2M Sell
3,284,361
-269,708
-8% -$2.97M 0.71% 41
2015
Q1 		$38.5M Buy
3,554,069
+518,945
+17% +$5.71M 0.75% 39
2014
Q4 		$28.3M Buy
3,035,124
+1,755,211
+137% +$19.7M 0.54% 56
2014
Q3 		$14.4M Buy
1,279,913
+1,032,896
+418% +$12.1M 0.26% 87
2014
Q2 		$3.11M Buy
247,017
+236,086
+2,160% +$2.87M 0.06% 213
2014
Q1 		$127K Buy
+10,931
New +$126K ﹤0.01% 583

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

O'Shaughnessy Asset Management's TEF Position: Q1 2026 in Review

O'Shaughnessy Asset Management sold out of Telefonica (TEF) in Q1 2026, closing a stake of 176,118 shares — an estimated $713K sold.

O'Shaughnessy Asset Management first reported a position in TEF in Q1 2014 and held it in 40 quarters. The position peaked at $38.5M in Q1 2015. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • O'Shaughnessy Asset Management reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 176,118 Telefonica shares in Q1 2026, an estimated $713K.
  • O'Shaughnessy Asset Management first reported a position in Telefonica in Q1 2014 and held it in 40 quarters.
  • O'Shaughnessy Asset Management's Telefonica position peaked at $38.5M in Q1 2015.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.