SFA
TEF

Sequoia Financial Advisors’s Telefonica TEF Stock Holding History

Sequoia Financial 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
-17,549
Closed -$71.1K – 2062
2025
Q4 		$71.1K Sell
17,549
-1,057
-6% -$4.76K ﹤0.01% 1887
2025
Q3 		$94.5K Buy
18,606
+1,181
+7% +$6.28K ﹤0.01% 1691
2025
Q2 		$91.1K Buy
17,425
+156
+0.9% +$784 ﹤0.01% 1537
2025
Q1 		$80.5K Sell
17,269
-5,017
-23% -$21.5K ﹤0.01% 1334
2024
Q4 		$89.6K Buy
22,286
+1,712
+8% +$7.71K ﹤0.01% 1292
2024
Q3 		$100K Buy
20,574
+514
+3% +$2.34K ﹤0.01% 1227
2024
Q2 		$84.5K Buy
20,060
+862
+4% +$3.81K ﹤0.01% 1172
2024
Q1 		$84.7K Buy
19,198
+893
+5% +$3.67K ﹤0.01% 1125
2023
Q4 		$71.4K Sell
18,305
-1,346
-7% -$5.41K ﹤0.01% 1170
2023
Q3 		$80K Sell
19,651
-696
-3% -$2.82K ﹤0.01% 929
2023
Q2 		$82K Buy
20,347
+1,592
+8% +$6.75K ﹤0.01% 933
2023
Q1 		$80.3K Sell
18,755
-533,430
-97% -$2.11M ﹤0.01% 812
2022
Q4 		$1.97M Buy
552,185
+538,232
+3,857% +$1.88M 0.05% 205
2022
Q3 		$45K Sell
13,953
-11,113
-44% -$47.1K ﹤0.01% 524
2022
Q2 		$129K Sell
25,066
-1,354
-5% -$6.62K ﹤0.01% 562
2022
Q1 		$123K Buy
26,420
+11,486
+77% +$51.1K ﹤0.01% 634
2021
Q4 		$61K Buy
+14,934
New +$62.4K ﹤0.01% 584

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

Sequoia Financial Advisors's TEF Position: Q1 2026 in Review

Sequoia Financial Advisors sold out of Telefonica (TEF) in Q1 2026, closing a stake of 17,549 shares — an estimated $71.1K sold.

Sequoia Financial Advisors first reported a position in TEF in Q4 2021 and held it in 17 quarters. The position peaked at $1.97M in Q4 2022. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • Sequoia Financial Advisors reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 17,549 Telefonica shares in Q1 2026, an estimated $71.1K.
  • Sequoia Financial Advisors first reported a position in Telefonica in Q4 2021 and held it in 17 quarters.
  • Sequoia Financial Advisors's Telefonica position peaked at $1.97M in Q4 2022.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

Based on Sequoia Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.