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 – 2321
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 $521B AUM 51.41% 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 $745M AUM 27.52% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
S
SimplyRich Carlsbad, California $427M AUM 43.67% 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 $713M AUM 19.82% 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

Pathstone Holdings's TEF Position: Q1 2026 in Review

Pathstone Holdings sold out of Telefonica (TEF) in Q1 2026, closing a stake of 184,082 shares — an estimated $752K sold.

Pathstone Holdings first reported a position in TEF in Q4 2023 and held it in 9 quarters. The position peaked at $950K in Q3 2024. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • Pathstone Holdings reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
  • Pathstone Holdings sold 184,082 Telefonica shares in Q1 2026, an estimated $752K.
  • Pathstone Holdings first reported a position in Telefonica in Q4 2023 and held it in 9 quarters.
  • Pathstone Holdings's Telefonica position peaked at $950K in Q3 2024.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.