Atria Investments’s Telus TU Stock Holding History

Atria Investments’s Portfolio TU Stock Details TU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$270K	Sell	21,039 -3,219	-13%	-$43.6K	﹤0.01%	1818
2025 Q4	$319K	Buy	24,258 +5,258	+28%	+$74K	﹤0.01%	1711
2025 Q3	$300K	Buy	19,000 +720	+4%	+$11.7K	﹤0.01%	1721
2025 Q2	$294K	Buy	+18,280	New	+$284K	﹤0.01%	1724
2024 Q4	–	Sell	-22,741	Closed	-$382K	–	1992
2024 Q3	$382K	Buy	22,741 +117	+0.5%	+$1.89K	﹤0.01%	1472
2024 Q2	$343K	Buy	+22,624	New	+$364K	﹤0.01%	1510

Other funds holding TU

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return