Position in TU
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$768,537,833
-$47,064,355 QoQ
Shares Held
59,901,624
-3.3% QoQ
Ownership
3.87%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.66833787344397.ToString("F0")%
Shared 0.ToString("F0")%
None 0.3316621265560346.ToString("F0")%
Common Shares in TU Over Time
Shares Held
Position Value (USD)
Derivatives in TU
reported options exposure · as of Mar 31, 2026CallValue
$201,431
CallShares
15,700
PutValue
$6,498,395
PutShares
506,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Telecom Services
Communication Services · as of Mar 31, 2026BANK OF MONTREAL /CAN/ holds $4,132,386,511 across 23 Telecom Services names. TU ranks #3 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BCE |
Bce Inc
|
35,980,451 | $908,146,579 | |
| 2 | RCI |
Rogers Communications Inc
|
23,584,706 | $906,831,942 | |
| 3 | TU |
Telus Corp
This page
|
59,901,624 | $768,537,833 | |
| 4 | VZ |
Verizon Communications Inc
|
10,899,504 | $547,155,097 | |
| 5 | T |
At&T Inc.
|
17,451,384 | $505,915,618 | |
| 6 | CMCSA |
Comcast Corp
|
7,104,177 | $203,960,915 | |
| 7 | TMUS |
T-Mobile US, Inc.
|
603,190 | $126,687,993 | |
| 8 | CABO |
Cable One, Inc.
|
441,547 | $40,273,500 |
All Filings in TU
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $768,537,833 | 59,901,624 | Shares | Defined | 2026-05-13 | |
| 2026-03-31 | $201,431 | 15,700 | Call | Defined | 2026-05-13 | |
| 2026-03-31 | $6,498,395 | 506,500 | Put | Defined | 2026-05-13 | |
| 2025-12-31 | $815,602,188 | 61,928,792 | Shares | Defined | 2026-02-12 | |
| 2025-12-31 | $10,675,602 | 810,600 | Put | Defined | 2026-02-12 | |
| 2025-12-31 | $21,563,241 | 1,637,300 | Call | Defined | 2026-02-12 | |
| 2025-09-30 | $1,288,206,321 | 81,687,148 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $4,731,000 | 300,000 | Put | Defined | 2025-11-13 | |
| 2025-06-30 | $1,341,597,393 | 83,536,575 | Shares | Defined | 2025-08-05 | |
| 2025-06-30 | $17,666,000 | 1,100,000 | Put | Defined | 2025-08-05 | |
| 2025-03-31 | $15,774,000 | 1,100,000 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $1,196,545,429 | 83,441,104 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $4,302,000 | 300,000 | Call | Defined | 2025-05-13 | |
| 2024-12-31 | $5,369,760 | 396,000 | Call | Defined | 2025-02-13 | |
| 2024-12-31 | $1,106,370,377 | 81,590,736 | Shares | Defined | 2025-02-13 | |
| 2024-12-31 | $10,848,000 | 800,000 | Put | Defined | 2025-02-13 | |
| 2024-09-30 | $28,583,052 | 1,703,400 | Call | Defined | 2024-11-13 | |
| 2024-09-30 | $1,304,346,884 | 77,732,234 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $9,084,000 | 600,000 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $1,028,936,092 | 67,961,433 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,075,553,094 | 67,180,081 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $8,005,000 | 500,000 | Call | Defined | 2024-05-13 | |
| 2023-12-31 | $18,056,850 | 1,015,000 | Call | Defined | 2024-02-08 | |
| 2023-12-31 | $1,102,782,403 | 61,988,893 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $1,048,190,686 | 64,148,757 | Shares | Defined | 2023-11-01 | |
| 2023-09-30 | $1,423,214 | 87,100 | Call | Defined | 2023-11-01 | |
| 2023-06-30 | $7,784 | 400 | Call | Defined | 2023-08-02 | |
| 2023-06-30 | $1,314,294,361 | 67,538,251 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $1,132,794,616 | 57,039,004 | Shares | Defined | 2024-06-13 | |
| 2023-03-31 | $10,152,432 | 511,200 | Call | Defined | 2024-06-13 | |
| 2022-12-31 | $7,496,142 | 388,200 | Call | Defined | 2023-02-01 | |
| 2022-12-31 | $1,020,345,631 | 52,840,271 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $1,271,049,590 | 64,000,483 | Shares | Defined | 2022-11-10 | |
| 2022-09-30 | $11,822,658 | 595,300 | Call | Defined | 2022-11-10 | |
| 2022-06-30 | $968,608,381 | 43,474,344 | Shares | Defined | 2022-08-11 | |
| 2022-06-30 | $16,932,800 | 760,000 | Call | Defined | 2022-08-11 | |
| 2022-03-31 | $19,526,580 | 747,000 | Call | Defined | 2022-05-12 | |
| 2022-03-31 | $1,333,140 | 51,000 | Put | Defined | 2022-05-12 | |
| 2022-03-31 | $981,732,814 | 37,556,726 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $843,147,685 | 35,772,070 | Shares | Defined | 2022-02-11 | |
| 2021-12-31 | $4,643,290 | 197,000 | Call | Defined | 2022-02-11 | |
| 2021-09-30 | $16,790,616 | 764,600 | Call | Defined | 2021-11-12 | |
| 2021-09-30 | $869,972,296 | 39,616,225 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $929,406,851 | 41,435,883 | Shares | Defined | 2021-08-12 | |
| 2021-06-30 | $30,578,819 | 1,363,300 | Call | Defined | 2021-08-12 | |
| 2021-03-31 | $22,909,535 | 1,149,500 | Call | Defined | 2021-05-13 | |
| 2021-03-31 | $614,705,948 | 30,843,249 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $561,430,245 | 28,355,063 | Shares | Defined | 2021-02-12 | |
| 2020-12-31 | $30,383,100 | 1,534,500 | Call | Defined | 2021-02-12 | |
| 2020-09-30 | $21,771,243 | 1,236,300 | Call | Defined | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||