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Summit Global Investments’s Telus TU Stock Holding History

Summit Global Investments’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 		$449K Buy
42,450
+31,494
+287% +$384K 0.02% 362
2026
Q1 		$141K Sell
10,956
-9
-0.1% -$122 0.01% 479
2025
Q4 		$144K Sell
10,965
-45,756
-81% -$644K 0.01% 474
2025
Q3 		$894K Buy
+56,721
New +$920K 0.05% 213
2025
Q1 		– Sell
-432,437
Closed -$5.86M – 582
2024
Q4 		$5.86M Buy
432,437
+364,149
+533% +$5.62M 0.37% 64
2024
Q3 		$1.15M Buy
+68,288
New +$1.1M 0.07% 224
2024
Q2 		– Sell
-43,418
Closed -$695K – 583
2024
Q1 		$695K Buy
43,418
+8,561
+25% +$150K 0.05% 271
2023
Q4 		$620K Buy
34,857
+253
+0.7% +$4.38K 0.04% 308
2023
Q3 		$565K Sell
34,604
-107
-0.3% -$1.89K 0.04% 320
2023
Q2 		$675K Buy
+34,711
New +$699K 0.04% 289
2023
Q1 		– Sell
-11,487
Closed -$222K – 579
2022
Q4 		$222K Hold
11,487
– – 0.02% 436
2022
Q3 		$228K Buy
+11,487
New +$257K 0.02% 432
2020
Q1 		– Sell
-42,860
Closed -$830K – 305
2019
Q4 		$830K Buy
42,860
+3,550
+9% +$65.8K 0.09% 204
2019
Q3 		$700K Buy
39,310
+1,300
+3% +$23.7K 0.08% 244
2019
Q2 		$701K Buy
38,010
+3,300
+10% +$61K 0.09% 206
2019
Q1 		$643K Sell
34,710
-13,266
-28% -$234K 0.08% 227
2018
Q4 		$795K Buy
47,976
+6
+0% +$104 0.12% 116
2018
Q3 		$884K Buy
47,970
+6,810
+17% +$125K 0.12% 139
2018
Q2 		$731K Hold
41,160
– – 0.11% 133
2018
Q1 		$724K Sell
41,160
-1,760
-4% -$32.1K 0.12% 107
2017
Q4 		$813K Hold
42,920
– – 0.13% 105
2017
Q3 		$772K Buy
42,920
+5,080
+13% +$90.9K 0.12% 114
2017
Q2 		$653K Buy
+37,840
New +$635K 0.2% 80

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Nova Scotia
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Global Investments's TU Position: Q2 2026 in Review

Summit Global Investments increased its Telus (TU) stake by 287% in Q2 2026, buying an estimated $384K and bringing the position to 42,450 shares worth $449K. The position accounts for 0.02% of the portfolio, ranked #362.

Summit Global Investments first reported a position in TU in Q2 2017 and has held it in 23 quarters since. The position peaked at $5.86M in Q4 2024. 290 funds tracked by Wall St. Rank hold TU as of Q2 2026.

  • Summit Global Investments held 42,450 shares of Telus worth $449K as of Q2 2026.
  • Summit Global Investments bought 31,494 Telus shares in Q2 2026, an estimated $384K.
  • Telus made up 0.02% of Summit Global Investments's portfolio in Q2 2026, its #362 holding.
  • Summit Global Investments first reported a position in Telus in Q2 2017 and has held it in 23 quarters since.
  • Summit Global Investments's Telus position peaked at $5.86M in Q4 2024.
  • 290 funds tracked by Wall St. Rank held Telus as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.