Rockefeller Capital Management’s Telus TU Stock Holding History

Rockefeller Capital Management’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	$82.5K	Buy	7,801 +482	+7%	+$5.88K	﹤0.01%	3094
2026 Q1	$93.9K	Sell	7,319 -747	-9%	-$10.1K	﹤0.01%	2913
2025 Q4	$106K	Sell	8,066 -3,109	-28%	-$43.8K	﹤0.01%	2695
2025 Q3	$176K	Sell	11,175 -33,521	-75%	-$544K	﹤0.01%	2294
2025 Q2	$718K	Sell	44,696 -196,442	-81%	-$3.05M	﹤0.01%	1440
2025 Q1	$3.46M	Buy	241,138 +68,758	+40%	+$1.01M	0.01%	840
2024 Q4	$2.34M	Sell	172,380 -65,978	-28%	-$1.02M	0.01%	960
2024 Q3	$4M	Sell	238,358 -32,966	-12%	-$533K	0.01%	773
2024 Q2	$4.11M	Sell	271,324 -401,926	-60%	-$6.47M	0.01%	750
2024 Q1	$10.8M	Sell	673,250 -86,429	-11%	-$1.51M	0.03%	479
2023 Q4	$13.5M	Sell	759,679 -97,019	-11%	-$1.68M	0.05%	377
2023 Q3	$14M	Sell	856,698 -7,952	-0.9%	-$140K	0.05%	341
2023 Q2	$16.8M	Buy	864,650 +50,814	+6%	+$1.02M	0.07%	313
2023 Q1	$16.2M	Buy	813,836 +259,718	+47%	+$5.28M	0.07%	312
2022 Q4	$10.7M	Buy	554,118 +133,768	+32%	+$2.76M	0.05%	346
2022 Q3	$8.35M	Buy	420,350 +62,912	+18%	+$1.4M	0.04%	401
2022 Q2	$7.96M	Buy	357,438 +21,190	+6%	+$524K	0.04%	401
2022 Q1	$8.79M	Buy	336,248 +88,793	+36%	+$2.19M	0.04%	396
2021 Q4	$5.83M	Buy	247,455 +16,031	+7%	+$367K	0.03%	496
2021 Q3	$5.08M	Buy	231,424 +35,016	+18%	+$789K	0.03%	475
2021 Q2	$4.41M	Buy	196,408 +34,631	+21%	+$751K	0.02%	486
2021 Q1	$3.22M	Buy	161,777 +6,201	+4%	+$129K	0.02%	455
2020 Q4	$3.08M	Buy	155,576 +14,446	+10%	+$272K	0.02%	415
2020 Q3	$2.48M	Sell	141,130 -6,788	-5%	-$121K	0.02%	377
2020 Q2	$2.48M	Buy	147,918 +18,564	+14%	+$309K	0.03%	357
2020 Q1	$2.04M	Buy	129,354 +31,852	+33%	+$590K	0.03%	335
2019 Q4	$1.89M	Sell	97,502 -18,490	-16%	-$343K	0.02%	356
2019 Q3	$2.07M	Buy	115,992 +35,246	+44%	+$642K	0.03%	288
2019 Q2	$1.49M	Buy	80,746 +67,738	+521%	+$1.25M	0.02%	290
2019 Q1	$241K	Buy	+13,008	New	+$230K	﹤0.01%	574

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

Rockefeller Capital Management's TU Position: Q2 2026 in Review

Rockefeller Capital Management increased its Telus (TU) stake by 6.6% in Q2 2026, buying an estimated $5.88K and bringing the position to 7,801 shares worth $82.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3094.

Rockefeller Capital Management first reported a position in TU in Q1 2019 and has held it in 30 quarters since. The position peaked at $16.8M in Q2 2023. 290 funds tracked by Wall St. Rank hold TU as of Q2 2026.

Rockefeller Capital Management held 7,801 shares of Telus worth $82.5K as of Q2 2026.
Rockefeller Capital Management bought 482 Telus shares in Q2 2026, an estimated $5.88K.
Telus made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3094 holding.
Rockefeller Capital Management first reported a position in Telus in Q1 2019 and has held it in 30 quarters since.
Rockefeller Capital Management's Telus position peaked at $16.8M in Q2 2023.
290 funds tracked by Wall St. Rank held Telus as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.