SAG
TEF

SageView Advisory Group’s Telefonica TEF Stock Holding History

SageView Advisory 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
-1,415
Closed -$5.73K – 2238
2025
Q4 		$5.73K Buy
+1,415
New +$6.38K ﹤0.01% 1924

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

SageView Advisory Group's TEF Position: Q1 2026 in Review

SageView Advisory Group sold out of Telefonica (TEF) in Q1 2026, closing a stake of 1,415 shares — an estimated $5.73K sold.

SageView Advisory Group first reported a position in TEF in Q4 2025 and held it in 1 quarter. The position peaked at $5.73K in Q4 2025. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • SageView Advisory Group reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,415 Telefonica shares in Q1 2026, an estimated $5.73K.
  • SageView Advisory Group first reported a position in Telefonica in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Telefonica position peaked at $5.73K in Q4 2025.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.