Pinnacle Wealth Planning Services
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Pinnacle Wealth Planning Services’s Telus TU Stock Holding History

Pinnacle Wealth Planning 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
Q3 		$1.69K Buy
201
+56
+39% +$544 ﹤0.01% 2522
2026
Q2 		$1.53K Buy
145
+103
+245% +$1.26K ﹤0.01% 2520
2026
Q1 		$539 Sell
42
-393
-90% -$5.32K ﹤0.01% 2617
2025
Q4 		$5.73K Buy
+435
New +$6.13K ﹤0.01% 2238
2021
Q1 		– Sell
-83
Closed -$2K – 1824
2020
Q4 		$2K Buy
+83
New +$1.56K ﹤0.01% 1990

Other funds holding TU

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Lorne Steinberg Wealth Management
Lorne Steinberg Wealth Management Montreal, Quebec, Canada $474M AUM 18.98% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Guardian Partners
Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Pacifica Partners
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
Gold Investment Management
Gold Investment Management Edmonton, Alberta, Canada $358M AUM 35.31% 1-Year Est. Return

Pinnacle Wealth Planning Services's TU Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Telus (TU) stake by 39% in Q3 2026, buying an estimated $544 and bringing the position to 201 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #2522.

Pinnacle Wealth Planning Services first reported a position in TU in Q4 2020 and has held it in 5 quarters since. The position peaked at $5.73K in Q4 2025. 50 funds tracked by Wall St. Rank hold TU as of Q3 2026.

  • Pinnacle Wealth Planning Services held 201 shares of Telus worth $1.69K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 56 Telus shares in Q3 2026, an estimated $544.
  • Telus made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2522 holding.
  • Pinnacle Wealth Planning Services first reported a position in Telus in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Telus position peaked at $5.73K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held Telus as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.