PWA
TEF

Principia Wealth Advisory’s Telefonica TEF Stock Holding History

Principia Wealth Advisory’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
-215
Closed -$871 – 1080
2025
Q4 		$871 Buy
215
+54
+34% +$243 ﹤0.01% 711
2025
Q3 		$818 Buy
161
+88
+121% +$468 ﹤0.01% 703
2025
Q2 		$382 Buy
+73
New +$367 ﹤0.01% 796

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

Principia Wealth Advisory's TEF Position: Q1 2026 in Review

Principia Wealth Advisory sold out of Telefonica (TEF) in Q1 2026, closing a stake of 215 shares — an estimated $871 sold.

Principia Wealth Advisory first reported a position in TEF in Q2 2025 and held it in 3 quarters. The position peaked at $871 in Q4 2025. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • Principia Wealth Advisory reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
  • Principia Wealth Advisory sold 215 Telefonica shares in Q1 2026, an estimated $871.
  • Principia Wealth Advisory first reported a position in Telefonica in Q2 2025 and held it in 3 quarters.
  • Principia Wealth Advisory's Telefonica position peaked at $871 in Q4 2025.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

Based on Principia Wealth Advisory's 13F filing for Q1 2026, filed 26 Aug 2026.