Zevin Asset Management’s Telefonica TEF Stock Holding History

Zevin Asset Management’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	$233K	Hold	53,575	–	–	0.03%	89
2025 Q4	$217K	Hold	53,575	–	–	0.03%	94
2025 Q3	$272K	Hold	53,575	–	–	0.04%	83
2025 Q2	$280K	Hold	53,575	–	–	0.04%	72
2025 Q1	$250K	Hold	53,575	–	–	0.04%	74
2024 Q4	$215K	Hold	53,575	–	–	0.03%	82
2024 Q3	$260K	Hold	53,575	–	–	0.04%	70
2024 Q2	$226K	Hold	53,575	–	–	0.04%	69
2024 Q1	$236K	Hold	53,575	–	–	0.04%	72
2023 Q4	$209K	Hold	53,575	–	–	0.04%	88
2023 Q3	$218K	Hold	53,575	–	–	0.04%	80
2023 Q2	$216K	Hold	53,575	–	–	0.04%	70
2023 Q1	$229K	Hold	53,575	–	–	0.05%	70
2022 Q4	$191K	Hold	53,575	–	–	0.04%	75
2022 Q3	$174K	Hold	53,575	–	–	0.04%	72
2022 Q2	$275K	Buy	53,575 +19,294	+56%	+$94.3K	0.06%	63
2022 Q1	$159K	Hold	34,281	–	–	0.03%	88
2021 Q4	$141K	Sell	34,281 -1,319	-4%	-$5.51K	0.03%	93
2021 Q3	$156K	Hold	35,600	–	–	0.03%	97
2021 Q2	$156K	Sell	35,600 -1,780	-5%	-$7.7K	0.03%	100
2021 Q1	$150K	Hold	37,380	–	–	0.03%	90
2020 Q4	$134K	Sell	37,380 -2,076	-5%	-$7.02K	0.03%	90
2020 Q3	$114K	Hold	39,456	–	–	0.03%	90
2020 Q2	$160K	Sell	39,456 -1,644	-4%	-$6.37K	0.05%	76
2020 Q1	$152K	Hold	41,100	–	–	0.06%	76
2019 Q4	$231K	Buy	+41,100	New	+$250K	0.07%	83

Other funds holding TEF

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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 Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

SimplyRich Carlsbad, California $391M AUM 24.42% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

CAM

Cozad Asset Management Champaign, Illinois $1.27B AUM 31.6% 1-Year Est. Return

Zevin Asset Management's TEF Position: Q1 2026 in Review

Zevin Asset Management held its Telefonica (TEF) position steady in Q1 2026 at 53,575 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #89.

Zevin Asset Management first reported a position in TEF in Q4 2019 and has held it in 26 quarters since. The position peaked at $280K in Q2 2025. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

Zevin Asset Management held 53,575 shares of Telefonica worth $233K as of Q1 2026.
Zevin Asset Management left its Telefonica share count unchanged in Q1 2026.
Telefonica made up 0.03% of Zevin Asset Management's portfolio in Q1 2026, its #89 holding.
Zevin Asset Management first reported a position in Telefonica in Q4 2019 and has held it in 26 quarters since.
Zevin Asset Management's Telefonica position peaked at $280K in Q2 2025.
48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

Based on Zevin Asset Management's 13F filing for Q1 2026, filed 7 May 2026.