SF
TEF

Summit Financial’s Telefonica TEF Stock Holding History

Summit Financial’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
-19,211
Closed -$81.2K – 1461
2025
Q4 		$81.2K Hold
19,211
– – ﹤0.01% 1275
2025
Q3 		$97.6K Hold
19,211
– – ﹤0.01% 1220
2025
Q2 		$104K Hold
19,211
– – ﹤0.01% 803
2025
Q1 		$89.5K Hold
19,211
– – ﹤0.01% 704
2024
Q4 		$80.2K Buy
+19,211
New +$86.5K ﹤0.01% 633

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

Summit Financial's TEF Position: Q1 2026 in Review

Summit Financial sold out of Telefonica (TEF) in Q1 2026, closing a stake of 19,211 shares — an estimated $81.2K sold.

Summit Financial first reported a position in TEF in Q4 2024 and held it in 5 quarters. The position peaked at $104K in Q2 2025. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • Summit Financial reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
  • Summit Financial sold 19,211 Telefonica shares in Q1 2026, an estimated $81.2K.
  • Summit Financial first reported a position in Telefonica in Q4 2024 and held it in 5 quarters.
  • Summit Financial's Telefonica position peaked at $104K in Q2 2025.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.