Community Bank & Trust, Waco, Texas TU — Telus Corp

Ownership history in Community Bank & Trust, Waco, Texas  ·  18 quarters on record

AI Ownership Summary

Community Bank & Trust, Waco, Texas reported Telus Corp (TU) in 18 quarterly 13F filings from 2024 Q3 through 2026 Q3. Peak portfolio weight reached 0.18% in 2025 Q2. The latest visible filing shows TU at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Community Bank & Trust, Waco, Texas's position in Telus Corp, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

TU was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TU stock page Community Bank & Trust, Waco, Texas fund profile Community Bank & Trust, Waco, Texas full holdings
How Community Bank & Trust, Waco, Texas held TU — position size vs. price
% of Fund (quarterly)    TU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 60,659 -318 -0.5% 0.08% $509 2026-10-19 $8.29
2026 Q2 ADDED — — — 60,977 +2,005 +3.4% 0.12% $645 2026-08-04 $9.39
2026 Q1 ADDED — — — 58,972 +3,261 +5.9% 0.15% $757 2026-04-17 $11.94
2025 Q4 ADDED — — — 55,711 +2,179 +4.1% 0.15% $734 2026-02-09 $13.38
2025 Q3 ADDED — — — 53,532 +3,199 +6.4% 0.17% $844 2025-10-28 $14.08
2025 Q2 ADDED — — — 50,333 +2,671 +5.6% 0.18% $808 2025-07-18 $15.26
2025 Q1 ADDED — — — 47,662 +2,753 +6.1% 0.16% $683 2025-05-13 $14.44
2024 Q4 ADDED — — — 44,909 +5,988 +15.4% 0.14% $609 2025-01-29 $13.07
2024 Q3 ADDED — — — 38,921 +11,588 +42.4% 0.15% $653 2024-11-05 $13.91
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TU

As of 2026 Q3 — sorted by position size

Pacifica Partners Inc. 3Y 0.37% Gold Investment Management Ltd. 0.34% TD Waterhouse Canada Inc. 0.23% Burkett Asset Management Ltd 0.22% First Affirmative Financial Network 3Y 0.17% Y-Intercept (Hong Kong) Ltd 3Y 0.17% Investors Research Corp 3Y 7Y 0.11% Rempart Asset Management Inc. 3Y 0.05% FOCUSED ALPHA, LLC 0.04% Abel Hall, LLC 0.02%

FAQ About Community Bank & Trust, Waco, Texas and TU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Community Bank & Trust, Waco, Texas reported owning TU?

Community Bank & Trust, Waco, Texas reported TU across 9 quarterly 13F filings, from 2024 Q3 through 2026 Q3.

What was the largest reported TU position in Community Bank & Trust, Waco, Texas's portfolio?

The largest reported portfolio weight for TU was 0.18% in 2025 Q2.

What is the latest reported TU position on this page?

The most recent filing on this page is 2026 Q3, when Community Bank & Trust, Waco, Texas reported 60,659 shares, equal to 0.08% of portfolio, with an estimated market value of $509.

What does the chart on this TU ownership page compare?

The chart compares Community Bank & Trust, Waco, Texas's quarterly TU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Community Bank & Trust, Waco, Texas time their TU position?

Based on 13F filing dates vs. subsequent TU price moves, Community Bank & Trust, Waco, Texas correctly timed 5 out of 17 reported position changes (29%). The annualised alpha on TU relative to SPY over the holding period was -29.0%.

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