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

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