Asset Planning Inc
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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
Q3 		$72K Hold
3,542
– – 0.05% 135
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% -$7.76K 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

Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Letko, Brosseau & Associates
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.9B AUM 29.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return
Scotia Capital
Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Asset Planning Inc's BCE Position: Q3 2026 in Review

Asset Planning Inc held its BCE (BCE) position steady in Q3 2026 at 3,542 shares worth $72K. The position accounts for 0.05% of the portfolio, ranked #135.

Asset Planning Inc first reported a position in BCE in Q4 2024 and has held it in 8 quarters since. The position peaked at $105K in Q4 2024. 189 funds tracked by Wall St. Rank hold BCE as of Q3 2026.

  • Asset Planning Inc held 3,542 shares of BCE worth $72K as of Q3 2026.
  • Asset Planning Inc left its BCE share count unchanged in Q3 2026.
  • BCE made up 0.05% of Asset Planning Inc's portfolio in Q3 2026, its #135 holding.
  • Asset Planning Inc first reported a position in BCE in Q4 2024 and has held it in 8 quarters since.
  • Asset Planning Inc's BCE position peaked at $105K in Q4 2024.
  • 189 funds tracked by Wall St. Rank held BCE as of Q3 2026.

Based on Asset Planning Inc's 13F filing for Q3 2026, filed 26 Oct 2026.