Pathstone Holdings
TEF

Pathstone Holdings’s Telefonica TEF Stock Holding History

Pathstone Holdings’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
-184,082
Closed -$752K – 2322
2025
Q4 		$752K Sell
184,082
-821
-0.4% -$3.7K ﹤0.01% 1562
2025
Q3 		$939K Buy
184,903
+9,306
+5% +$49.4K ﹤0.01% 1460
2025
Q2 		$925K Buy
175,597
+2,314
+1% +$11.6K ﹤0.01% 1440
2025
Q1 		$807K Sell
173,283
-4,251
-2% -$18.2K ﹤0.01% 1487
2024
Q4 		$716K Sell
177,534
-17,895
-9% -$80.6K ﹤0.01% 1548
2024
Q3 		$950K Buy
195,429
+6,958
+4% +$31.6K ﹤0.01% 1393
2024
Q2 		$796K Sell
188,471
-5,434
-3% -$24K ﹤0.01% 1447
2024
Q1 		$855K Buy
193,905
+105,540
+119% +$433K ﹤0.01% 1374
2023
Q4 		$346K Buy
+88,365
New +$355K ﹤0.01% 1729

Other funds holding TEF

Barclays
Barclays London, United Kingdom $280B 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 $10.2B AUM 2.09% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.52B AUM 27.87% 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 $6.52B AUM 20.48% 1-Year Est. Return