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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Principia Wealth Advisory's TEF Position: Q4 2025 in Review

Principia Wealth Advisory increased its Telefonica (TEF) stake by 34% in Q4 2025, buying an estimated $243 and bringing the position to 215 shares worth $871. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Principia Wealth Advisory first reported a position in TEF in Q2 2025 and has held it in 3 quarters since. 245 funds tracked by Wall St. Rank hold TEF as of Q4 2025.

  • Principia Wealth Advisory held 215 shares of Telefonica worth $871 as of Q4 2025.
  • Principia Wealth Advisory bought 54 Telefonica shares in Q4 2025, an estimated $243.
  • Telefonica made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #711 holding.
  • Principia Wealth Advisory first reported a position in Telefonica in Q2 2025 and has held it in 3 quarters since.
  • 245 funds tracked by Wall St. Rank held Telefonica as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.