S
TEF

SimplyRich’s Telefonica TEF Stock Holding History

SimplyRich’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 		$423K Sell
97,559
-1,780
-2% -$6.97K 0.11% 167
2025
Q4 		$402K Sell
99,339
-296
-0.3% -$1.33K 0.11% 153
2025
Q3 		$506K Sell
99,635
-72
-0.1% -$383 0.14% 134
2025
Q2 		$521K Sell
99,707
-11,064
-10% -$55.6K 0.15% 139
2025
Q1 		$516K Hold
110,771
– – 0.15% 136
2024
Q4 		$445K Hold
110,771
– – 0.13% 144
2024
Q3 		$538K Sell
110,771
-7,164
-6% -$32.6K 0.15% 127
2024
Q2 		$496K Sell
117,935
-541
-0.5% -$2.39K 0.16% 114
2024
Q1 		$523K Buy
118,476
+928
+0.8% +$3.81K 0.17% 110
2023
Q4 		$458K Buy
117,548
+72
+0.1% +$289 0.16% 119
2023
Q3 		$478K Buy
117,476
+5,992
+5% +$24.3K 0.23% 99
2023
Q2 		$449K Buy
111,484
+548
+0.5% +$2.32K 0.16% 121
2023
Q1 		$474K Buy
110,936
+16,864
+18% +$66.8K 0.18% 113
2022
Q4 		$335K Buy
+94,072
New +$329K 0.13% 134

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
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
CAM
Cozad Asset Management Champaign, Illinois $1.27B AUM 31.6% 1-Year Est. Return

SimplyRich's TEF Position: Q1 2026 in Review

SimplyRich reduced its Telefonica (TEF) stake by 1.8% in Q1 2026, selling an estimated $6.97K and leaving 97,559 shares worth $423K. The position accounts for 0.11% of the portfolio, ranked #167.

SimplyRich first reported a position in TEF in Q4 2022 and has held it in 14 quarters since. The position peaked at $538K in Q3 2024. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • SimplyRich held 97,559 shares of Telefonica worth $423K as of Q1 2026.
  • SimplyRich sold 1,780 Telefonica shares in Q1 2026, an estimated $6.97K.
  • Telefonica made up 0.11% of SimplyRich's portfolio in Q1 2026, its #167 holding.
  • SimplyRich first reported a position in Telefonica in Q4 2022 and has held it in 14 quarters since.
  • SimplyRich's Telefonica position peaked at $538K in Q3 2024.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.