West Financial Advisors’s Telus TU Stock Holding History

West Financial Advisors’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	$3.17K	Hold	300	–	–	﹤0.01%	159
2026 Q1	$3.85K	Hold	300	–	–	﹤0.01%	151
2025 Q4	$3.95K	Hold	300	–	–	﹤0.01%	181
2025 Q3	$4.73K	Hold	300	–	–	﹤0.01%	150
2025 Q2	$4.82K	Hold	300	–	–	﹤0.01%	165
2025 Q1	$4.3K	Buy	+300	New	+$4.4K	﹤0.01%	164

Other funds holding TU

PensionDanmark Copenhagen O, Denmark $12B AUM

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Cromwell Holdings Jackson, Wyoming $223M AUM 44.02% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return