Asset Planning Inc’s BCE BCE Stock Holding History

Asset Planning Inc’s Portfolio BCE Stock Details BCE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$76.2K	Hold	3,542	–	–	0.05%	130
2026 Q1	$89.4K	Hold	3,542	–	–	0.06%	117
2025 Q4	$84.4K	Sell	3,542 -333	-9%	-$7.75K	0.06%	118
2025 Q3	$82.8K	Hold	3,875	–	–	0.06%	122
2025 Q2	$85.9K	Hold	3,875	–	–	0.06%	120
2025 Q1	$89K	Sell	3,875 -650	-14%	-$15.3K	0.07%	109
2024 Q4	$105K	Buy	+4,525	New	+$130K	0.08%	99

Other funds holding BCE

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Asset Planning Inc's BCE Position: Q2 2026 in Review

Asset Planning Inc held its BCE (BCE) position steady in Q2 2026 at 3,542 shares worth $76.2K. The position accounts for 0.05% of the portfolio, ranked #130.

Asset Planning Inc first reported a position in BCE in Q4 2024 and has held it in 7 quarters since. The position peaked at $105K in Q4 2024. 392 funds tracked by Wall St. Rank hold BCE as of Q2 2026.

Asset Planning Inc held 3,542 shares of BCE worth $76.2K as of Q2 2026.
Asset Planning Inc left its BCE share count unchanged in Q2 2026.
BCE made up 0.05% of Asset Planning Inc's portfolio in Q2 2026, its #130 holding.
Asset Planning Inc first reported a position in BCE in Q4 2024 and has held it in 7 quarters since.
Asset Planning Inc's BCE position peaked at $105K in Q4 2024.
392 funds tracked by Wall St. Rank held BCE as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.