Summit Securities Group’s Telefonica TEF Stock Holding History

Summit Securities 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
2015 Q4	–	Sell	-87	Closed	-$9K	–	433
2015 Q3	$9K	Buy	+87	New	+$926	0.01%	259

Other funds holding TEF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Summit Securities Group's TEF Position: Q2 2025 in Review

Summit Securities Group sold out of Telefonica (TEF) in Q2 2025, closing a stake of 41,628 shares — an estimated $194K sold.

Summit Securities Group first reported a position in TEF in Q4 2014 and held it in 5 quarters. The position peaked at $620K in Q3 2024. 249 funds tracked by Wall St. Rank hold TEF as of Q2 2025.

Summit Securities Group reported no remaining Telefonica position as of Q2 2025 after selling out during the quarter.
Summit Securities Group sold 41,628 Telefonica shares in Q2 2025, an estimated $194K.
Summit Securities Group first reported a position in Telefonica in Q4 2014 and held it in 5 quarters.
Summit Securities Group's Telefonica position peaked at $620K in Q3 2024.
249 funds tracked by Wall St. Rank held Telefonica as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.