PWM
TEF

Perigon Wealth Management’s Telefonica TEF Stock Holding History

Perigon Wealth 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
-46,210
Closed -$187K – 1409
2025
Q4 		$187K Buy
+46,210
New +$208K ﹤0.01% 1253
2024
Q4 		– Sell
-12,945
Closed -$62.9K – 1097
2024
Q3 		$62.9K Sell
12,945
-1,337
-9% -$6.08K ﹤0.01% 984
2024
Q2 		$60.1K Buy
14,282
+1,357
+10% +$6K ﹤0.01% 856
2024
Q1 		$57K Buy
12,925
+499
+4% +$2.05K ﹤0.01% 845
2023
Q4 		$48.5K Sell
12,426
-5,046
-29% -$20.3K ﹤0.01% 822
2023
Q3 		$71.1K Buy
+17,472
New +$70.7K ﹤0.01% 765
2022
Q1 		– Sell
-10,434
Closed -$43K – 648
2021
Q4 		$43K Buy
+10,434
New +$43.6K ﹤0.01% 575
2021
Q1 		– Sell
-10,252
Closed -$37K – 975
2020
Q4 		$37K Buy
+10,252
New +$34.7K ﹤0.01% 844
2016
Q4 		– Sell
-2,617
Closed -$20K – 758
2016
Q3 		$20K Buy
+2,617
New +$20.3K 0.01% 403
2015
Q1 		– Sell
-66,314
Closed -$711K – 222
2014
Q4 		$711K Sell
66,314
-1,895
-3% -$21.2K 0.21% 109
2014
Q3 		$769K Hold
68,209
– – 0.23% 96
2014
Q2 		$859K Buy
+68,209
New +$829K 0.24% 89

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 $6.53B AUM 20.48% 1-Year Est. Return

Perigon Wealth Management's TEF Position: Q1 2026 in Review

Perigon Wealth Management sold out of Telefonica (TEF) in Q1 2026, closing a stake of 46,210 shares — an estimated $187K sold.

Perigon Wealth Management first reported a position in TEF in Q2 2014 and held it in 12 quarters. The position peaked at $859K in Q2 2014. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • Perigon Wealth Management reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 46,210 Telefonica shares in Q1 2026, an estimated $187K.
  • Perigon Wealth Management first reported a position in Telefonica in Q2 2014 and held it in 12 quarters.
  • Perigon Wealth Management's Telefonica position peaked at $859K in Q2 2014.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

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