UCFA
TEF

United Capital Financial Advisors’s Telefonica TEF Stock Holding History

United Capital 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 		$126K Sell
28,924
-7,997
-22% -$31.3K ﹤0.01% 1587
2025
Q4 		$150K Sell
36,921
-1,274
-3% -$5.74K ﹤0.01% 1338
2025
Q3 		$194K Buy
38,195
+478
+1% +$2.54K ﹤0.01% 1171
2025
Q2 		$197K Buy
37,717
+4,493
+14% +$22.6K ﹤0.01% 1062
2025
Q1 		$155K Buy
33,224
+3,122
+10% +$13.4K ﹤0.01% 1032
2024
Q4 		$121K Sell
30,102
-8,097
-21% -$36.5K ﹤0.01% 1042
2024
Q3 		$186K Sell
38,199
-2,196
-5% -$9.98K ﹤0.01% 1015
2024
Q2 		$170K Buy
40,395
+6,193
+18% +$27.4K ﹤0.01% 986
2024
Q1 		$151K Sell
34,202
-2,142
-6% -$8.79K ﹤0.01% 1039
2023
Q4 		$142K Buy
+36,344
New +$146K ﹤0.01% 1024
2023
Q1 		– Sell
-11,427
Closed -$40.8K – 1070
2022
Q4 		$40.8K Buy
+11,427
New +$39.9K ﹤0.01% 1023
2021
Q4 		– Sell
-11,708
Closed -$51K – 1237
2021
Q3 		$51K Buy
+11,708
New +$52K ﹤0.01% 1182
2020
Q1 		– Sell
-33,458
Closed -$188K – 1360
2019
Q4 		$188K Buy
+33,458
New +$203K ﹤0.01% 1289
2019
Q3 		– Sell
-41,375
Closed -$277K – 1474
2019
Q2 		$277K Sell
41,375
-5,766
-12% -$38.3K ﹤0.01% 1251
2019
Q1 		$318K Buy
47,141
+13,893
+42% +$97.2K ﹤0.01% 1109
2018
Q4 		$227K Buy
33,248
+15,402
+86% +$104K ﹤0.01% 1160
2018
Q3 		$113K Buy
17,846
+4,318
+32% +$29.5K ﹤0.01% 1292
2018
Q2 		$93K Buy
+13,528
New +$103K ﹤0.01% 1275

Other funds holding TEF

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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 $427M AUM 43.67% 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 $713M AUM 19.82% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

United Capital Financial Advisors's TEF Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Telefonica (TEF) stake by 22% in Q1 2026, selling an estimated $31.3K and leaving 28,924 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #1587.

United Capital Financial Advisors first reported a position in TEF in Q2 2018 and has held it in 18 quarters since. The position peaked at $318K in Q1 2019. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • United Capital Financial Advisors held 28,924 shares of Telefonica worth $126K as of Q1 2026.
  • United Capital Financial Advisors sold 7,997 Telefonica shares in Q1 2026, an estimated $31.3K.
  • Telefonica made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1587 holding.
  • United Capital Financial Advisors first reported a position in Telefonica in Q2 2018 and has held it in 18 quarters since.
  • United Capital Financial Advisors's Telefonica position peaked at $318K in Q1 2019.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

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