Capstone Investment Advisors

Capstone Investment Advisors’s Telus TU Stock Holding History

Capstone Investment Advisors’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	–	Sell	-63,725	Closed	-$839K	–	1942
2025 Q4	$839K	Buy	+63,725	New	+$897K	0.01%	940
2025 Q3	–	Sell	-36,527	Closed	-$587K	–	2140
2025 Q2	$587K	Buy	+36,527	New	+$567K	0.01%	1068
2024 Q1	–	Sell	-47,175	Closed	-$839K	–	2581
2023 Q4	$839K	Buy	+47,175	New	+$816K	0.01%	1125
2023 Q3	–	Sell	-39,094	Closed	-$761K	–	2333
2023 Q2	$761K	Buy	+39,094	New	+$787K	0.02%	973

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