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 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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pinnacle Wealth Planning Services's TU Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Telus (TU) stake by 245% in Q2 2026, buying an estimated $1.26K and bringing the position to 145 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #2520.

Pinnacle Wealth Planning Services first reported a position in TU in Q4 2020 and has held it in 4 quarters since. The position peaked at $5.73K in Q4 2025. 290 funds tracked by Wall St. Rank hold TU as of Q2 2026.

Pinnacle Wealth Planning Services held 145 shares of Telus worth $1.53K as of Q2 2026.
Pinnacle Wealth Planning Services bought 103 Telus shares in Q2 2026, an estimated $1.26K.
Telus made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2520 holding.
Pinnacle Wealth Planning Services first reported a position in Telus in Q4 2020 and has held it in 4 quarters since.
Pinnacle Wealth Planning Services's Telus position peaked at $5.73K in Q4 2025.
290 funds tracked by Wall St. Rank held Telus as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.