PWPS
TEF

Pinnacle Wealth Planning Services’s Telefonica TEF Stock Holding History

Pinnacle Wealth Planning Services’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
-6,349
Closed -$25.7K – 2850
2025
Q4 		$25.7K Buy
+6,349
New +$28.6K ﹤0.01% 1598
2022
Q4 		– Sell
-14,253
Closed -$46K – 490
2022
Q3 		$46K Sell
14,253
-1,968
-12% -$8.34K 0.01% 397
2022
Q2 		$83K Hold
16,221
– – 0.01% 390
2022
Q1 		$75K Sell
16,221
-173
-1% -$770 0.01% 419
2021
Q4 		$67K Buy
16,394
+2,259
+16% +$9.43K 0.01% 411
2021
Q3 		$62K Buy
14,135
+130
+0.9% +$578 0.01% 371
2021
Q2 		$62K Sell
14,005
-609
-4% -$2.64K 0.01% 354
2021
Q1 		$59K Buy
14,614
+904
+7% +$3.68K 0.02% 335
2020
Q4 		$49K Buy
+13,710
New +$46.3K 0.01% 810

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

Pinnacle Wealth Planning Services's TEF Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of Telefonica (TEF) in Q1 2026, closing a stake of 6,349 shares — an estimated $25.7K sold.

Pinnacle Wealth Planning Services first reported a position in TEF in Q4 2020 and held it in 9 quarters. The position peaked at $83K in Q2 2022. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 6,349 Telefonica shares in Q1 2026, an estimated $25.7K.
  • Pinnacle Wealth Planning Services first reported a position in Telefonica in Q4 2020 and held it in 9 quarters.
  • Pinnacle Wealth Planning Services's Telefonica position peaked at $83K in Q2 2022.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.