RFP
TEF

Root Financial Partners’s Telefonica TEF Stock Holding History

Root Financial Partners’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
-250
Closed -$1.01K – 3546
2025
Q4 		$1.01K Sell
250
-167
-40% -$752 ﹤0.01% 2100
2025
Q3 		$2.12K Buy
+417
New +$2.22K ﹤0.01% 1947

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 $6.53B AUM 20.48% 1-Year Est. Return

Root Financial Partners's TEF Position: Q1 2026 in Review

Root Financial Partners sold out of Telefonica (TEF) in Q1 2026, closing a stake of 250 shares — an estimated $1.01K sold.

Root Financial Partners first reported a position in TEF in Q3 2025 and held it in 2 quarters. The position peaked at $2.12K in Q3 2025. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • Root Financial Partners reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
  • Root Financial Partners sold 250 Telefonica shares in Q1 2026, an estimated $1.01K.
  • Root Financial Partners first reported a position in Telefonica in Q3 2025 and held it in 2 quarters.
  • Root Financial Partners's Telefonica position peaked at $2.12K in Q3 2025.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.