AssetMark Inc
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AssetMark Inc’s BCE BCE Stock Holding History

AssetMark 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 		$22 Sell
1
-28
-97% -$672 ﹤0.01% 3533
2026
Q1 		$732 Buy
29
+28
+2,800% +$710 ﹤0.01% 3101
2025
Q4 		$24 Hold
1
– – ﹤0.01% 3356
2025
Q3 		$24 Hold
1
– – ﹤0.01% 3164
2025
Q2 		$23 Hold
1
– – ﹤0.01% 2982
2025
Q1 		$23 Sell
1
-50
-98% -$1.18K ﹤0.01% 2598
2024
Q4 		$1.18K Sell
51
-43,577
-100% -$1.25M ﹤0.01% 2216
2024
Q3 		$1.52M Sell
43,628
-29,330
-40% -$1M ﹤0.01% 704
2024
Q2 		$2.36M Buy
72,958
+5,630
+8% +$188K 0.01% 571
2024
Q1 		$2.29M Sell
67,328
-25,112
-27% -$956K 0.01% 555
2023
Q4 		$3.64M Sell
92,440
-18,537
-17% -$718K 0.01% 440
2023
Q3 		$4.24M Buy
110,977
+10,098
+10% +$424K 0.02% 372
2023
Q2 		$4.6M Buy
100,879
+17,341
+21% +$807K 0.02% 350
2023
Q1 		$3.74M Buy
83,538
+12,071
+17% +$545K 0.02% 356
2022
Q4 		$3.14M Buy
71,467
+21,309
+42% +$960K 0.01% 361
2022
Q3 		$2.1M Buy
50,158
+15,856
+46% +$770K 0.01% 383
2022
Q2 		$1.69M Buy
34,302
+14,730
+75% +$791K 0.01% 394
2022
Q1 		$1.08M Buy
19,572
+13,522
+224% +$717K ﹤0.01% 451
2021
Q4 		$315K Buy
6,050
+5,221
+630% +$267K ﹤0.01% 621
2021
Q3 		$41K Buy
829
+410
+98% +$20.7K ﹤0.01% 819
2021
Q2 		$21K Sell
419
-370
-47% -$17.9K ﹤0.01% 892
2021
Q1 		$36K Sell
789
-119,049
-99% -$5.25M ﹤0.01% 770
2020
Q4 		$5.13M Sell
119,838
-2,893
-2% -$124K 0.03% 254
2020
Q3 		$5.09M Buy
122,731
+1,877
+2% +$79.4K 0.03% 247
2020
Q2 		$5.1M Sell
120,854
-2,487
-2% -$102K 0.04% 233
2020
Q1 		$5.04M Buy
123,341
+118,699
+2,557% +$5.32M 0.04% 218
2019
Q4 		$215K Buy
4,642
+2,082
+81% +$99.7K ﹤0.01% 526
2019
Q3 		$124K Sell
2,560
-66
-3% -$3.09K ﹤0.01% 569
2019
Q2 		$119K Buy
2,626
+5
+0.2% +$226 ﹤0.01% 566
2019
Q1 		$116K Buy
2,621
+1,995
+319% +$86.1K ﹤0.01% 545
2018
Q4 		$25K Sell
626
-157
-20% -$6.43K ﹤0.01% 834
2018
Q3 		$32K Buy
783
+65
+9% +$2.68K ﹤0.01% 828
2018
Q2 		$29K Buy
718
+50
+7% +$2.1K ﹤0.01% 835
2018
Q1 		$29K Buy
668
+31
+5% +$1.39K ﹤0.01% 868
2017
Q4 		$31K Sell
637
-151
-19% -$7.19K ﹤0.01% 907
2017
Q3 		$37K Buy
788
+338
+75% +$15.8K ﹤0.01% 770
2017
Q2 		$20K Buy
450
+49
+12% +$2.21K ﹤0.01% 903
2017
Q1 		$18K Buy
401
+29
+8% +$1.28K ﹤0.01% 887
2016
Q4 		$16K Buy
372
+29
+8% +$1.28K ﹤0.01% 905
2016
Q3 		$16K Sell
343
-183
-35% -$8.67K ﹤0.01% 907
2016
Q2 		$25K Sell
526
-288
-35% -$13.3K ﹤0.01% 785
2016
Q1 		$37K Hold
814
– – ﹤0.01% 630
2015
Q4 		$31K Buy
+814
New +$34.3K ﹤0.01% 716

Other funds holding BCE

TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

AssetMark Inc's BCE Position: Q2 2026 in Review

AssetMark Inc reduced its BCE (BCE) stake by 97% in Q2 2026, selling an estimated $672 and leaving 1 share worth $22. The position accounts for ﹤0.01% of the portfolio, ranked #3533.

AssetMark Inc first reported a position in BCE in Q4 2015 and has held it in 43 quarters since. The position peaked at $5.13M in Q4 2020. 156 funds tracked by Wall St. Rank hold BCE as of Q2 2026.

  • AssetMark Inc held 1 share of BCE worth $22 as of Q2 2026.
  • AssetMark Inc sold 28 BCE shares in Q2 2026, an estimated $672.
  • BCE made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3533 holding.
  • AssetMark Inc first reported a position in BCE in Q4 2015 and has held it in 43 quarters since.
  • AssetMark Inc's BCE position peaked at $5.13M in Q4 2020.
  • 156 funds tracked by Wall St. Rank held BCE as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.