EXENCIAL WEALTH ADVISORS, LLC

Position in TU — Telus Corp

CIK 1576151 OKLAHOMA CITY, OK

Position in TU

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$371,774

+$1,302 QoQ

Shares Held

28,977

+3.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Communication Services · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $6,380,833 across 6 Telecom Services names. TU ranks #5 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VZ	Verizon Communications Inc	60,717	$3,047,993
2	T	At&T Inc.	61,384	$1,779,522
3	CMCSA	Comcast Corp	15,560	$446,727
4	BCE	Bce Inc	16,573	$418,302
5	TU	Telus Corp This page	28,977	$371,774
6	TMUS	T-Mobile US, Inc.	1,507	$316,515

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$371,774	28,977	+3.0%	Shares	Sole	2026-04-28
2025-12-31	$370,472	28,130	+1.6%	Shares	Sole	2026-01-30
2025-09-30	$436,765	27,696	+8.9%	Shares	Sole	2025-10-27
2025-06-30	$408,582	25,441	-9.1%	Shares	Sole	2025-07-30
2025-03-31	$401,218	27,979	-1.6%	Shares	Sole	2025-05-09
2024-12-31	$385,687	28,443	-2.8%	Shares	Sole	2025-02-06
2024-09-30	$490,798	29,249	-61.1%	Shares	Sole	2024-10-31
2024-06-30	$1,138,633	75,207	-6.0%	Shares	Sole	2024-08-12
2024-03-31	$1,280,896	80,006	-29.3%	Shares	Sole	2024-05-10
2023-12-31	$2,012,564	113,129	-6.5%	Shares	Sole	2024-02-13
2023-09-30	$1,977,319	121,011	-6.3%	Shares	Sole	2023-11-08
2023-06-30	$2,512,071	129,089	+3.5%	Shares	Sole	2023-08-10
2023-03-31	$2,477,395	124,743	-4.3%	Shares	Sole	2023-05-02
2022-12-31	$2,518,236	130,411	-4.6%	Shares	Sole	2023-02-14
2022-09-30	$2,715,557	136,735	-4.5%	Shares	Sole	2022-11-08
2022-06-30	$3,189,760	143,167	+3.4%	Shares	Sole	2022-08-11
2022-03-31	$3,618,717	138,436	+10.9%	Shares	Sole	2022-05-12
2021-12-31	$2,942,667	124,848	+7.0%	Shares	Sole	2022-02-10
2021-09-30	$2,561,831	116,659	+51.4%	Shares	Sole	2021-11-04
2021-06-30	$1,727,895	77,035	-20.1%	Shares	Sole	2021-08-16
2021-03-31	$1,922,108	96,443	+1.4%	Shares	Sole	2021-05-06
2020-12-31	$1,883,019	95,102	-50.7%	Shares	Sole	2021-02-11
2020-09-30	$3,397,127	192,909	+96.0%	Shares	Sole	2020-11-13
2020-06-30	$1,650,285	98,407	—	Shares	Sole	2020-08-17
No filing history on record for this holder in this stock.