SWM
TEF

SeaCrest Wealth Management’s Telefonica TEF Stock Holding History

SeaCrest Wealth Management’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
-12,169
Closed -$49K – 668
2025
Q4 		$49K Hold
12,169
– – 0.01% 627
2025
Q3 		$60.7K Buy
12,169
+1,000
+9% +$5.31K 0.01% 621
2025
Q2 		$58.4K Hold
11,169
– – 0.01% 612
2025
Q1 		$52K Hold
11,169
– – 0.01% 649
2024
Q4 		$44.9K Hold
11,169
– – ﹤0.01% 648
2024
Q3 		$54.3K Hold
11,169
– – 0.01% 642
2024
Q2 		$47K Sell
11,169
-15
-0.1% -$66 0.01% 607
2024
Q1 		$49.3K Sell
11,184
-6,691
-37% -$27.5K 0.01% 595
2023
Q4 		$72.6K Sell
17,875
-31,706
-64% -$127K 0.01% 610
2023
Q3 		$202K Sell
49,581
-64,822
-57% -$262K 0.03% 569
2023
Q2 		$461K Sell
114,403
-33,626
-23% -$143K 0.06% 341
2023
Q1 		$634K Sell
148,029
-742
-0.5% -$2.94K 0.09% 263
2022
Q4 		$531K Buy
148,771
+2,268
+2% +$7.93K 0.08% 303
2022
Q3 		$475K Sell
146,503
-9,009
-6% -$38.2K 0.07% 309
2022
Q2 		$798K Sell
155,512
-7,675
-5% -$37.5K 0.1% 207
2022
Q1 		$759K Buy
163,187
+4,712
+3% +$21K 0.09% 239
2021
Q4 		$651K Sell
158,475
-8,813
-5% -$36.8K 0.07% 275
2021
Q3 		$735K Buy
167,288
+5,429
+3% +$24.1K 0.09% 238
2021
Q2 		$710K Buy
161,859
+1,837
+1% +$7.95K 0.09% 257
2021
Q1 		$644K Buy
+160,022
New +$652K 0.09% 253
2019
Q2 		– Sell
-6,705
Closed -$45K – 1702
2019
Q1 		$45K Buy
6,705
+3,465
+107% +$24.2K 0.01% 981
2018
Q4 		$22K Sell
3,240
-1,238
-28% -$8.38K ﹤0.01% 1210
2018
Q3 		$28K Hold
4,478
– – ﹤0.01% 1244
2018
Q2 		$31K Buy
4,478
+956
+27% +$7.29K 0.01% 1184
2018
Q1 		$28K Hold
3,522
– – 0.01% 1195
2017
Q4 		$28K Buy
+3,522
New +$28.9K 0.01% 1206

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

SeaCrest Wealth Management's TEF Position: Q1 2026 in Review

SeaCrest Wealth Management sold out of Telefonica (TEF) in Q1 2026, closing a stake of 12,169 shares — an estimated $49K sold.

SeaCrest Wealth Management first reported a position in TEF in Q4 2017 and held it in 26 quarters. The position peaked at $798K in Q2 2022. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • SeaCrest Wealth Management reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
  • SeaCrest Wealth Management sold 12,169 Telefonica shares in Q1 2026, an estimated $49K.
  • SeaCrest Wealth Management first reported a position in Telefonica in Q4 2017 and held it in 26 quarters.
  • SeaCrest Wealth Management's Telefonica position peaked at $798K in Q2 2022.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

Based on SeaCrest Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.