PWA
TEF

Providence Wealth Advisors’s Telefonica TEF Stock Holding History

Providence 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
-15,073
Closed -$60.2K – 84
2025
Q4 		$60.2K Sell
15,073
-4,566
-23% -$20.6K 0.04% 83
2025
Q3 		$103K Sell
19,639
-4,909
-20% -$26.1K 0.07% 82
2025
Q2 		$132K Buy
+24,548
New +$123K 0.09% 82

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

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

Providence Wealth Advisors sold out of Telefonica (TEF) in Q1 2026, closing a stake of 15,073 shares — an estimated $60.2K sold.

Providence Wealth Advisors first reported a position in TEF in Q2 2025 and held it in 3 quarters. The position peaked at $132K in Q2 2025. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • Providence Wealth Advisors reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
  • Providence Wealth Advisors sold 15,073 Telefonica shares in Q1 2026, an estimated $60.2K.
  • Providence Wealth Advisors first reported a position in Telefonica in Q2 2025 and held it in 3 quarters.
  • Providence Wealth Advisors's Telefonica position peaked at $132K in Q2 2025.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

Based on Providence Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.