PP
TEF

PDS Planning’s Telefonica TEF Stock Holding History

PDS Planning’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
-11,748
Closed -$47.6K – 590
2025
Q4 		$47.6K Buy
11,748
+210
+2% +$946 ﹤0.01% 547
2025
Q3 		$58.6K Sell
11,538
-812
-7% -$4.31K ﹤0.01% 534
2025
Q2 		$64.6K Sell
12,350
-192
-2% -$965 ﹤0.01% 507
2025
Q1 		$58.4K Hold
12,542
– – ﹤0.01% 470
2024
Q4 		$50.4K Hold
12,542
– – ﹤0.01% 436
2024
Q3 		$61K Hold
12,542
– – 0.01% 436
2024
Q2 		$52.8K Hold
12,542
– – 0.01% 388
2024
Q1 		$55.3K Hold
12,542
– – 0.01% 392
2023
Q4 		$48.9K Hold
12,542
– – 0.01% 363
2023
Q3 		$51K Hold
12,542
– – 0.01% 335
2023
Q2 		$50.5K Hold
12,542
– – 0.01% 336
2023
Q1 		$53.7K Buy
+12,542
New +$49.7K 0.01% 295

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

PDS Planning's TEF Position: Q1 2026 in Review

PDS Planning sold out of Telefonica (TEF) in Q1 2026, closing a stake of 11,748 shares — an estimated $47.6K sold.

PDS Planning first reported a position in TEF in Q1 2023 and held it in 12 quarters. The position peaked at $64.6K in Q2 2025. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • PDS Planning reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
  • PDS Planning sold 11,748 Telefonica shares in Q1 2026, an estimated $47.6K.
  • PDS Planning first reported a position in Telefonica in Q1 2023 and held it in 12 quarters.
  • PDS Planning's Telefonica position peaked at $64.6K in Q2 2025.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.