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BFC Planning, Inc.’s Telus TU Stock Holding History

BFC Planning, Inc.’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 		$8.6K Buy
814
+394
+94% +$4.81K ﹤0.01% 2440
2026
Q1 		$5.39K Buy
420
+8
+2% +$108 ﹤0.01% 2280
2025
Q4 		$5.42K Buy
412
+7
+2% +$99 ﹤0.01% 2324
2025
Q3 		$6.39K Buy
405
+7
+2% +$114 ﹤0.01% 2103
2025
Q2 		$6.4K Buy
398
+7
+2% +$109 ﹤0.01% 1969
2025
Q1 		$5.62K Buy
391
+6
+2% +$88 ﹤0.01% 1979
2024
Q4 		$5.22K Buy
+385
New +$5.94K ﹤0.01% 2008

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 $62.4B AUM 44.75% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BFC Planning, Inc.'s TU Position: Q2 2026 in Review

BFC Planning, Inc. increased its Telus (TU) stake by 94% in Q2 2026, buying an estimated $4.81K and bringing the position to 814 shares worth $8.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2440.

BFC Planning, Inc. first reported a position in TU in Q4 2024 and has held it in 7 quarters since. 292 funds tracked by Wall St. Rank hold TU as of Q2 2026.

  • BFC Planning, Inc. held 814 shares of Telus worth $8.6K as of Q2 2026.
  • BFC Planning, Inc. bought 394 Telus shares in Q2 2026, an estimated $4.81K.
  • Telus made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2440 holding.
  • BFC Planning, Inc. first reported a position in Telus in Q4 2024 and has held it in 7 quarters since.
  • 292 funds tracked by Wall St. Rank held Telus as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.