Position in TU
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$762,255
+$116,837 QoQ
Shares Held
59,412
+45.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TU Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Mar 31, 2026First Affirmative Financial Network holds $8,197,246 across 15 Telecom Services names. TU ranks #3 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHT |
Chunghwa Telecom Co Ltd
|
39,508 | $1,668,817 | |
| 2 | T |
At&T Inc.
|
26,687 | $773,656 | |
| 3 | TU |
Telus Corp
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|
59,412 | $762,255 | |
| 4 | CMCSA |
Comcast Corp
|
22,365 | $642,099 | |
| 5 | TMUS |
T-Mobile US, Inc.
|
2,985 | $626,939 | |
| 6 | VZ |
Verizon Communications Inc
|
12,414 | $623,182 | |
| 7 | VIV |
Telefonica Brasil S.A.
|
36,470 | $580,237 | |
| 8 | VOD |
Vodafone Group Public Ltd Co
|
31,801 | $477,651 |
All Filings in TU
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $762,255 | 59,412 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $645,418 | 40,927 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $629,198 | 39,178 | Shares | Sole | 2025-11-20 | |
| 2025-03-31 | $588,943 | 41,070 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $512,920 | 37,826 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $556,156 | 33,144 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $430,006 | 28,402 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $370,935 | 23,169 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $392,660 | 22,072 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $326,538 | 19,984 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $303,225 | 15,582 | Shares | Sole | 2023-07-10 | |
| No filing history on record for this holder in this stock. | ||||||