TU β€” TELUS CORPORATION

Ownership history in PRINCIPAL SECURITIES, INC.  Β·  5 quarters on record

AI Ownership Summary

PRINCIPAL SECURITIES, INC. reported TELUS CORPORATION (TU) in 5 quarterly 13F filings from 2024 Q1 through 2025 Q3. The latest visible filing shows TU at 0.00% 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.

What this TU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PRINCIPAL SECURITIES, INC.'s position in TELUS CORPORATION, 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
2025 Q3

TU was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

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

Time in book
Holding Window
2024 Q1 to 2025 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.

How PRINCIPAL SECURITIES, INC. held TU β€” position size vs. price
% of Fund (quarterly)    TU price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 358 +125 +53.6% 0.00% $6K 2025-11-12 $14.34
2025 Q2 ADDED 233 +166 +247.8% 0.00% $4K 2025-08-11 $15.66
2024 Q3 REDUCED 67 -30 -30.9% 0.00% $1K 2024-10-28 $14.94
2024 Q2 UNCHANGED 97 β€” 0% 0.00% $1K 2024-07-31 $14.69
2024 Q1 INITIATED 97 β€” β€” 0.00% $2K 2024-05-10 $14.40

🏒 Other funds also holding TU

As of 2026 Q1 β€” sorted by position size

Investors Research Corp 3Y 7Y 0.19% Hilltop National Bank 0.0% Bangor Savings Bank 3Y 7Y 0.0%

FAQ About PRINCIPAL SECURITIES, INC. and TU

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

How long has PRINCIPAL SECURITIES, INC. reported owning TU?

PRINCIPAL SECURITIES, INC. reported TU across 5 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported TU position in PRINCIPAL SECURITIES, INC.'s portfolio?

The largest reported portfolio weight for TU was 0.00% in 2025 Q3.

What is the latest reported TU position on this page?

The most recent filing on this page is 2025 Q3, when PRINCIPAL SECURITIES, INC. reported 358 shares, equal to 0.00% of portfolio, with an estimated market value of $6K.

What does the chart on this TU ownership page compare?

The chart compares PRINCIPAL SECURITIES, INC.'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.

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