PWA
TEF

Physician Wealth Advisors’s Telefonica TEF Stock Holding History

Physician Wealth Advisors’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
-1,496
Closed -$6.06K – 2227
2025
Q4 		$6.06K Buy
1,496
+242
+19% +$1.09K ﹤0.01% 915
2025
Q3 		$6.37K Hold
1,254
– – ﹤0.01% 869
2025
Q2 		$6.56K Sell
1,254
-220
-15% -$1.11K ﹤0.01% 734
2025
Q1 		$6.87K Buy
1,474
+220
+18% +$944 ﹤0.01% 683
2024
Q4 		$5.04K Buy
+1,254
New +$5.65K ﹤0.01% 734

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

Physician Wealth Advisors's TEF Position: Q1 2026 in Review

Physician Wealth Advisors sold out of Telefonica (TEF) in Q1 2026, closing a stake of 1,496 shares — an estimated $6.06K sold.

Physician Wealth Advisors first reported a position in TEF in Q4 2024 and held it in 5 quarters. The position peaked at $6.87K in Q1 2025. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • Physician Wealth Advisors reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 1,496 Telefonica shares in Q1 2026, an estimated $6.06K.
  • Physician Wealth Advisors first reported a position in Telefonica in Q4 2024 and held it in 5 quarters.
  • Physician Wealth Advisors's Telefonica position peaked at $6.87K in Q1 2025.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.