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Exencial Wealth Advisors’s Telus TU Stock Holding History

Exencial Wealth 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 		$372K Buy
28,977
+847
+3% +$11.5K 0.01% 449
2025
Q4 		$370K Buy
28,130
+434
+2% +$6.11K 0.01% 439
2025
Q3 		$437K Buy
27,696
+2,255
+9% +$36.6K 0.01% 401
2025
Q2 		$409K Sell
25,441
-2,538
-9% -$39.4K 0.01% 396
2025
Q1 		$401K Sell
27,979
-464
-2% -$6.81K 0.01% 388
2024
Q4 		$386K Sell
28,443
-806
-3% -$12.4K 0.01% 399
2024
Q3 		$491K Sell
29,249
-45,958
-61% -$742K 0.02% 361
2024
Q2 		$1.14M Sell
75,207
-4,799
-6% -$77.3K 0.04% 260
2024
Q1 		$1.28M Sell
80,006
-33,123
-29% -$579K 0.05% 244
2023
Q4 		$2.01M Sell
113,129
-7,882
-7% -$136K 0.08% 194
2023
Q3 		$1.98M Sell
121,011
-8,078
-6% -$142K 0.1% 174
2023
Q2 		$2.51M Buy
129,089
+4,346
+3% +$87.5K 0.12% 164
2023
Q1 		$2.48M Sell
124,743
-5,668
-4% -$115K 0.13% 158
2022
Q4 		$2.52M Sell
130,411
-6,324
-5% -$131K 0.14% 161
2022
Q3 		$2.72M Sell
136,735
-6,432
-4% -$144K 0.16% 140
2022
Q2 		$3.19M Buy
143,167
+4,731
+3% +$117K 0.18% 140
2022
Q1 		$3.62M Buy
138,436
+13,588
+11% +$336K 0.18% 146
2021
Q4 		$2.94M Buy
124,848
+8,189
+7% +$187K 0.14% 162
2021
Q3 		$2.56M Buy
116,659
+39,624
+51% +$893K 0.11% 134
2021
Q2 		$1.73M Sell
77,035
-19,408
-20% -$421K 0.09% 189
2021
Q1 		$1.92M Buy
96,443
+1,341
+1% +$27.9K 0.11% 173
2020
Q4 		$1.88M Sell
95,102
-97,807
-51% -$1.84M 0.13% 158
2020
Q3 		$3.4M Buy
192,909
+94,502
+96% +$1.68M 0.18% 146
2020
Q2 		$1.65M Buy
+98,407
New +$1.64M 0.14% 147

Other funds holding TU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Exencial Wealth Advisors's TU Position: Q1 2026 in Review

Exencial Wealth Advisors increased its Telus (TU) stake by 3% in Q1 2026, buying an estimated $11.5K and bringing the position to 28,977 shares worth $372K. The position accounts for 0.01% of the portfolio, ranked #449.

Exencial Wealth Advisors first reported a position in TU in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.62M in Q1 2022. 291 funds tracked by Wall St. Rank hold TU as of Q1 2026.

  • Exencial Wealth Advisors held 28,977 shares of Telus worth $372K as of Q1 2026.
  • Exencial Wealth Advisors bought 847 Telus shares in Q1 2026, an estimated $11.5K.
  • Telus made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #449 holding.
  • Exencial Wealth Advisors first reported a position in Telus in Q2 2020 and has held it in 24 quarters since.
  • Exencial Wealth Advisors's Telus position peaked at $3.62M in Q1 2022.
  • 291 funds tracked by Wall St. Rank held Telus as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.