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SageView Advisory Group’s Telus TU Stock Holding History

SageView Advisory Group’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
-49
Closed -$646 – 2295
2025
Q4 		$646 Buy
+49
New +$690 ﹤0.01% 2421

Other funds holding TU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

SageView Advisory Group's TU Position: Q1 2026 in Review

SageView Advisory Group sold out of Telus (TU) in Q1 2026, closing a stake of 49 shares — an estimated $646 sold.

SageView Advisory Group first reported a position in TU in Q4 2025 and held it in 1 quarter. The position peaked at $646 in Q4 2025. 292 funds tracked by Wall St. Rank hold TU as of Q1 2026.

  • SageView Advisory Group reported no remaining Telus position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 49 Telus shares in Q1 2026, an estimated $646.
  • SageView Advisory Group first reported a position in Telus in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Telus position peaked at $646 in Q4 2025.
  • 292 funds tracked by Wall St. Rank held Telus as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.