PWMG
TEF

Private Wealth Management Group’s Telefonica TEF Stock Holding History

Private Wealth Management Group’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
-181
Closed -$734 – 1547
2025
Q4 		$734 Hold
181
– – ﹤0.01% 1326
2025
Q3 		$920 Hold
181
– – ﹤0.01% 1306
2025
Q2 		$947 Hold
181
– – ﹤0.01% 1299
2025
Q1 		$844 Hold
181
– – ﹤0.01% 1307
2024
Q4 		$728 Hold
181
– – ﹤0.01% 1374
2024
Q3 		$880 Hold
181
– – ﹤0.01% 1314
2024
Q2 		$763 Hold
181
– – ﹤0.01% 1348
2024
Q1 		$799 Hold
181
– – ﹤0.01% 1336
2023
Q4 		$706 Buy
+181
New +$727 ﹤0.01% 1381

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

Private Wealth Management Group's TEF Position: Q1 2026 in Review

Private Wealth Management Group sold out of Telefonica (TEF) in Q1 2026, closing a stake of 181 shares — an estimated $734 sold.

Private Wealth Management Group first reported a position in TEF in Q4 2023 and held it in 9 quarters. The position peaked at $947 in Q2 2025. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • Private Wealth Management Group reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 181 Telefonica shares in Q1 2026, an estimated $734.
  • Private Wealth Management Group first reported a position in Telefonica in Q4 2023 and held it in 9 quarters.
  • Private Wealth Management Group's Telefonica position peaked at $947 in Q2 2025.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.