Kestra Advisory Services’s Telus TU Stock Holding History

Kestra Advisory Services’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	-4,138	Closed	-$54.5K	–	4322
2025 Q4	$54.5K	Buy	+4,138	New	+$58.3K	﹤0.01%	3877
2023 Q1	–	Sell	-10,628	Closed	-$205K	–	2306
2022 Q4	$205K	Sell	10,628 -1,867	-15%	-$38.6K	﹤0.01%	2009
2022 Q3	$248K	Buy	+12,495	New	+$279K	﹤0.01%	1718
2022 Q1	–	Sell	-11,746	Closed	-$277K	–	2129
2021 Q4	$277K	Buy	+11,746	New	+$269K	﹤0.01%	1650
2021 Q3	–	Sell	-16,278	Closed	-$365K	–	2175
2021 Q2	$365K	Buy	+16,278	New	+$353K	﹤0.01%	1450

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

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

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Kestra Advisory Services's TU Position: Q1 2026 in Review

Kestra Advisory Services sold out of Telus (TU) in Q1 2026, closing a stake of 4,138 shares — an estimated $54.5K sold.

Kestra Advisory Services first reported a position in TU in Q2 2021 and held it in 5 quarters. The position peaked at $365K in Q2 2021. 292 funds tracked by Wall St. Rank hold TU as of Q1 2026.

Kestra Advisory Services reported no remaining Telus position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 4,138 Telus shares in Q1 2026, an estimated $54.5K.
Kestra Advisory Services first reported a position in Telus in Q2 2021 and held it in 5 quarters.
Kestra Advisory Services's Telus position peaked at $365K in Q2 2021.
292 funds tracked by Wall St. Rank held Telus as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.