Position in TU
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$5,876,807
+$1,165,833 QoQ
Shares Held
458,052
+28.1% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TU Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Mar 31, 2026Vest Financial, LLC holds $57,804,773 across 14 Telecom Services names. TU ranks #5 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
282,196 | $14,166,239 | |
| 2 | T |
At&T Inc.
|
360,652 | $10,455,300 | |
| 3 | CMCSA |
Comcast Corp
|
252,274 | $7,242,786 | |
| 4 | TMUS |
T-Mobile US, Inc.
|
28,991 | $6,088,979 | |
| 5 | TU |
Telus Corp
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|
458,052 | $5,876,807 | |
| 6 | RCI |
Rogers Communications Inc
|
139,091 | $5,348,048 | |
| 7 | TIGO |
Millicom International Cellular SA
|
62,025 | $4,648,153 | |
| 8 | AMX |
America Movil Sab De Cv/
|
43,187 | $1,100,404 |
All Filings in TU
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,876,807 | 458,052 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $4,710,974 | 357,705 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $2,860,504 | 181,389 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $1,788,810 | 111,383 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $1,375,836 | 95,944 | Shares | Defined | 2025-04-11 | |
| 2024-12-31 | $872,450 | 64,340 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $753,589 | 44,910 | Shares | Defined | 2024-10-18 | |
| 2024-06-30 | $483,253 | 31,919 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $384,336 | 24,006 | Shares | Defined | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||