Bank of Montreal’s Telus TU Stock Holding History

Bank of Montreal’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	$202K	Sell	15,700 -1,621,600	-99%	-$22M	﹤0.01%	2921
2025 Q4	$21.6M	Buy	+1,637,300	New	+$23.1M	0.01%	835
2025 Q2	–	Sell	-300,000	Closed	-$4.3M	–	3751
2025 Q1	$4.3M	Sell	300,000 -96,000	-24%	-$1.41M	﹤0.01%	1223
2024 Q4	$5.36M	Sell	396,000 -1,307,400	-77%	-$20.2M	﹤0.01%	1184
2024 Q3	$28.5M	Buy	1,703,400 +1,103,400	+184%	+$17.8M	0.01%	643
2024 Q2	$9.54M	Buy	600,000 +100,000	+20%	+$1.61M	﹤0.01%	1022
2024 Q1	$7.98M	Sell	500,000 -515,000	-51%	-$9.01M	﹤0.01%	1047
2023 Q4	$18.1M	Buy	1,015,000 +927,900	+1,065%	+$16M	0.01%	818
2023 Q3	$1.5M	Buy	87,100 +86,700	+21,675%	+$1.53M	﹤0.01%	1845
2023 Q2	$7.79K	Sell	400 -510,800	-100%	-$10.3M	﹤0.01%	3820
2023 Q1	$10.2M	Buy	511,200 +123,000	+32%	+$2.5M	﹤0.01%	940
2022 Q4	$7.51M	Sell	388,200 -207,100	-35%	-$4.28M	﹤0.01%	1099
2022 Q3	$12.3K	Sell	595,300 -164,700	-22%	-$3.68M	0.01%	889
2022 Q2	$17.1K	Buy	760,000 +13,000	+2%	+$321K	0.01%	812
2022 Q1	$19.3M	Buy	747,000 +550,000	+279%	+$13.6M	0.01%	845
2021 Q4	$4.65M	Sell	197,000 -567,600	-74%	-$13M	﹤0.01%	1258
2021 Q3	$16.8M	Sell	764,600 -598,700	-44%	-$13.5M	0.01%	1031
2021 Q2	$30.7M	Buy	1,363,300 +213,800	+19%	+$4.64M	0.02%	706
2021 Q1	$23.5M	Sell	1,149,500 -385,000	-25%	-$8M	0.02%	632
2020 Q4	$32M	Buy	1,534,500 +298,200	+24%	+$5.61M	0.02%	542
2020 Q3	$22.2M	Buy	1,236,300 +936,300	+312%	+$16.6M	0.02%	552
2020 Q2	$4.93M	Sell	300,000 -747,600	-71%	-$12.4M	﹤0.01%	1174
2020 Q1	$16.6M	Buy	1,047,600 +667,600	+176%	+$12.4M	0.02%	551
2019 Q4	$7.36M	Sell	380,000 -120,000	-24%	-$2.22M	0.01%	1144
2019 Q3	$8.9M	Sell	500,000 -754,000	-60%	-$13.7M	0.01%	927
2019 Q2	$23.1M	Buy	1,254,000 +1,025,400	+449%	+$19M	0.02%	601
2019 Q1	$4.23M	Sell	228,600 -71,400	-24%	-$1.26M	﹤0.01%	1251
2018 Q4	$4.97M	Buy	+300,000	New	+$5.22M	﹤0.01%	1077
2018 Q3	–	Sell	-73,400	Closed	-$1.3M	–	4890
2018 Q2	$1.3M	Buy	+73,400	New	+$1.3M	﹤0.01%	1869
2017 Q4	–	Sell	-475,400	Closed	-$8.55M	–	4338
2017 Q3	$8.55M	Sell	475,400 -524,600	-52%	-$9.39M	0.01%	914
2017 Q2	$17.3M	Buy	+1,000,000	New	+$16.8M	0.02%	632
2017 Q1	–	Sell	-30,000	Closed	-$468K	–	4195
2016 Q4	$468K	Sell	30,000 -210,000	-88%	-$3.35M	﹤0.01%	2152
2016 Q3	$3.96M	Buy	+240,000	New	+$3.97M	﹤0.01%	1197
2016 Q2	–	Sell	-80,000	Closed	-$1.3M	–	4322
2016 Q1	$1.3M	Sell	80,000 -217,800	-73%	-$3.13M	﹤0.01%	1644
2015 Q4	$4.12M	Buy	+297,800	New	+$4.64M	﹤0.01%	1069
2015 Q3	–	Sell	-710,000	Closed	-$12.2M	–	4156
2015 Q2	$12.2M	Buy	+710,000	New	+$12.2M	0.01%	714
2014 Q4	–	Sell	-14,400	Closed	-$246K	–	4172
2014 Q3	$246K	Sell	14,400 -793,600	-98%	-$14.2M	﹤0.01%	2436
2014 Q2	$15M	Sell	808,000 -473,800	-37%	-$8.67M	0.02%	613
2014 Q1	$23M	Buy	1,281,800 +876,400	+216%	+$15.1M	0.03%	395
2013 Q4	$6.98M	Buy	+405,400	New	+$6.99M	0.01%	720

Other funds holding TU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

FDCDDQ

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Bank of Montreal's TU Position: Q1 2026 in Review

Bank of Montreal reduced its Telus (TU) stake by 3.3% in Q1 2026, selling an estimated $27.4M and leaving 59,901,624 shares worth $770M. The position accounts for 0.29% of the portfolio, ranked #71.

Bank of Montreal first reported a position in TU in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.34B in Q2 2025. 290 funds tracked by Wall St. Rank hold TU as of Q1 2026.

Bank of Montreal held 59,901,624 shares of Telus worth $770M as of Q1 2026.
Bank of Montreal sold 2,027,168 Telus shares in Q1 2026, an estimated $27.4M.
Telus made up 0.29% of Bank of Montreal's portfolio in Q1 2026, its #71 holding.
Bank of Montreal first reported a position in Telus in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's Telus position peaked at $1.34B in Q2 2025.
290 funds tracked by Wall St. Rank held Telus as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.