Center for Financial Planning’s Telus TU Stock Holding History

Center for Financial Planning’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 Q2	$4.27K	Hold	404	–	–	﹤0.01%	555
2026 Q1	$5.18K	Hold	404	–	–	﹤0.01%	538
2025 Q4	$5.32K	Hold	404	–	–	﹤0.01%	550
2025 Q3	$6.37K	Buy	+404	New	+$6.55K	﹤0.01%	530

Other funds holding TU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Center for Financial Planning's TU Position: Q2 2026 in Review

Center for Financial Planning held its Telus (TU) position steady in Q2 2026 at 404 shares worth $4.27K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

Center for Financial Planning first reported a position in TU in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.37K in Q3 2025. 290 funds tracked by Wall St. Rank hold TU as of Q2 2026.

Center for Financial Planning held 404 shares of Telus worth $4.27K as of Q2 2026.
Center for Financial Planning left its Telus share count unchanged in Q2 2026.
Telus made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #555 holding.
Center for Financial Planning first reported a position in Telus in Q3 2025 and has held it in 4 quarters since.
Center for Financial Planning's Telus position peaked at $6.37K in Q3 2025.
290 funds tracked by Wall St. Rank held Telus as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.