TF
TEF

Trek Financial’s Telefonica TEF Stock Holding History

Trek 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
-39,288
Closed -$159K – 530
2025
Q4 		$159K Buy
39,288
+10,577
+37% +$47.7K 0.01% 442
2025
Q3 		$146K Buy
28,711
+11,802
+70% +$62.7K 0.01% 428
2025
Q2 		$88.4K Buy
+16,909
New +$85K 0.01% 409

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

Trek Financial's TEF Position: Q1 2026 in Review

Trek Financial sold out of Telefonica (TEF) in Q1 2026, closing a stake of 39,288 shares — an estimated $159K sold.

Trek Financial first reported a position in TEF in Q2 2025 and held it in 3 quarters. The position peaked at $159K in Q4 2025. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • Trek Financial reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
  • Trek Financial sold 39,288 Telefonica shares in Q1 2026, an estimated $159K.
  • Trek Financial first reported a position in Telefonica in Q2 2025 and held it in 3 quarters.
  • Trek Financial's Telefonica position peaked at $159K in Q4 2025.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

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