MAINSTAY CAPITAL MANAGEMENT LLC /ADV TEF — TELEFONICA S A

Ownership history in MAINSTAY CAPITAL MANAGEMENT LLC /ADV  ·  9 quarters on record

AI Ownership Summary

MAINSTAY CAPITAL MANAGEMENT LLC /ADV reported TELEFONICA S A (TEF) in 9 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.31% in 2024 Q3. The latest visible filing shows TEF at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TEF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MAINSTAY CAPITAL MANAGEMENT LLC /ADV's position in TELEFONICA S A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

TEF was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.31% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TEF stock page MAINSTAY CAPITAL MANAGEMENT LLC /ADV fund profile MAINSTAY CAPITAL MANAGEMENT LLC /ADV full holdings
How MAINSTAY CAPITAL MANAGEMENT LLC /ADV held TEF — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 393,231 -26,930 -6.4% 0.12% $1.6M 2026-01-27 —
2025 Q3 REDUCED — — — 420,161 -360,124 -46.2% 0.21% $2.1M 2025-12-10 —
2025 Q2 ADDED — — — 780,285 +389,242 +99.5% 0.20% $4.1M 2025-07-24 —
2025 Q1 REDUCED — — — 391,043 -7,414 -1.9% 0.25% $1.8M 2025-05-05 —
2024 Q4 ADDED — — — 398,457 +12,606 +3.3% 0.24% $1.6M 2025-02-04 —
2024 Q3 ADDED — — — 385,851 +29,059 +8.1% 0.31% $1.9M 2024-10-23 —
2024 Q2 ADDED — — — 356,792 +48,716 +15.8% 0.26% $1.5M 2024-07-30 —
2024 Q1 ADDED — — — 308,076 +274 +0.1% 0.26% $1.4M 2024-04-30 —
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TEF

As of 2026 Q1 — sorted by position size

First Affirmative Financial Network 3Y 0.39% Lester Murray Antman dba SimplyRich 3Y 7Y 0.11% AUXIER ASSET MANAGEMENT LLC 3Y 7Y 0.09% NATURAL INVESTMENTS, LLC 3Y 0.04% New Vernon Capital Holdings II LLC 3Y 7Y 0.04% ZEVIN ASSET MANAGEMENT LLC 3Y 7Y 0.03% VSM Wealth Advisory, LLC 0.02% Winthrop Capital Management, LLC 0.02% Koshinski Asset Management, Inc. 3Y 7Y 0.01% COZAD ASSET MANAGEMENT INC 3Y 7Y 0.01%

FAQ About MAINSTAY CAPITAL MANAGEMENT LLC /ADV and TEF

These are the practical questions this page is built to answer before you even open the full history table.

How long has MAINSTAY CAPITAL MANAGEMENT LLC /ADV reported owning TEF?

MAINSTAY CAPITAL MANAGEMENT LLC /ADV reported TEF across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported TEF position in MAINSTAY CAPITAL MANAGEMENT LLC /ADV's portfolio?

The largest reported portfolio weight for TEF was 0.31% in 2024 Q3.

What is the latest reported TEF position on this page?

The most recent filing on this page is 2025 Q4, when MAINSTAY CAPITAL MANAGEMENT LLC /ADV reported 393,231 shares, equal to 0.12% of portfolio, with an estimated market value of $1.6M.

What does the chart on this TEF ownership page compare?

The chart compares MAINSTAY CAPITAL MANAGEMENT LLC /ADV's quarterly TEF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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