Principal Street Partners’s Telus TU Stock Holding History

Principal Street Partners’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
2025 Q3	–	Sell	-18,234	Closed	-$293K	–	359
2025 Q2	$293K	Buy	+18,234	New	+$283K	0.03%	281
2023 Q3	–	Sell	-11,007	Closed	-$217K	–	233
2023 Q2	$217K	Buy	11,007 +34	+0.3%	+$685	0.05%	204
2023 Q1	$220K	Buy	+10,973	New	+$223K	0.06%	202
2022 Q4	–	Sell	-15,379	Closed	-$309K	–	242
2022 Q3	$309K	Buy	15,379 +809	+6%	+$18.1K	0.08%	159
2022 Q2	$327K	Buy	14,570 +6,001	+70%	+$148K	0.08%	154
2022 Q1	$226K	Buy	+8,569	New	+$212K	0.05%	198

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

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return