VWA
TEF

Valued Wealth Advisors’s Telefonica TEF Stock Holding History

Valued Wealth 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 		– Sell
-1,558
Closed -$6.58K – 769
2025
Q4 		$6.58K Hold
1,558
– – ﹤0.01% 267
2025
Q3 		$7.92K Hold
1,558
– – ﹤0.01% 238
2025
Q2 		$8.42K Hold
1,558
– – ﹤0.01% 226
2025
Q1 		$7.26K Hold
1,558
– – ﹤0.01% 263
2024
Q4 		$6.51K Hold
1,558
– – ﹤0.01% 273
2024
Q3 		$7.57K Hold
1,558
– – ﹤0.01% 249
2024
Q2 		$6.81K Hold
1,558
– – ﹤0.01% 241
2024
Q1 		$6.87K Hold
1,558
– – ﹤0.01% 226
2023
Q4 		$6.34K Buy
+1,558
New +$6.26K 0.01% 170

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

Valued Wealth Advisors's TEF Position: Q1 2026 in Review

Valued Wealth Advisors sold out of Telefonica (TEF) in Q1 2026, closing a stake of 1,558 shares — an estimated $6.58K sold.

Valued Wealth Advisors first reported a position in TEF in Q4 2023 and held it in 9 quarters. The position peaked at $8.42K in Q2 2025. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • Valued Wealth Advisors reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
  • Valued Wealth Advisors sold 1,558 Telefonica shares in Q1 2026, an estimated $6.58K.
  • Valued Wealth Advisors first reported a position in Telefonica in Q4 2023 and held it in 9 quarters.
  • Valued Wealth Advisors's Telefonica position peaked at $8.42K in Q2 2025.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

Based on Valued Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.