Berkeley Capital Partners’s BCE BCE Stock Holding History

Berkeley Capital Partners’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	$650K	Sell	30,238 -8,321	-22%	-$200K	0.13%	122
2026 Q1	$973K	Buy	38,559 +8,837	+30%	+$224K	0.23%	94
2025 Q4	$708K	Sell	29,722 -31,384	-51%	-$731K	0.17%	111
2025 Q3	$1.43M	Buy	+61,106	New	+$1.47M	0.34%	60
2025 Q2	–	Sell	-59,762	Closed	-$1.37M	–	176
2025 Q1	$1.37M	Buy	59,762 +42,015	+237%	+$988K	0.38%	57
2024 Q4	$411K	Sell	17,747 -20,762	-54%	-$597K	0.11%	131
2024 Q3	$1.34M	Buy	38,509 +2,170	+6%	+$74.1K	0.38%	57
2024 Q2	$1.18M	Buy	36,339 +1,966	+6%	+$65.5K	0.35%	55
2024 Q1	$1.17M	Buy	34,373 +10,246	+42%	+$390K	0.36%	55
2023 Q4	$950K	Sell	24,127 -3,524	-13%	-$136K	0.31%	67
2023 Q3	$1.06M	Buy	27,651 +1,976	+8%	+$83K	0.38%	54
2023 Q2	$1.17M	Buy	25,675 +2,576	+11%	+$120K	0.41%	50
2023 Q1	$1.03M	Buy	23,099 +2,520	+12%	+$114K	0.38%	50
2022 Q4	$904K	Buy	20,579 +6,761	+49%	+$304K	0.35%	57
2022 Q3	$580K	Buy	13,818 +1,779	+15%	+$86.4K	0.25%	75
2022 Q2	$592K	Buy	12,039 +2,409	+25%	+$129K	0.24%	78
2022 Q1	$534K	Buy	9,630 +4,899	+104%	+$260K	0.21%	92
2021 Q4	$246K	Buy	+4,731	New	+$242K	0.1%	130

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

Berkeley Capital Partners's BCE Position: Q2 2026 in Review

Berkeley Capital Partners reduced its BCE (BCE) stake by 22% in Q2 2026, selling an estimated $200K and leaving 30,238 shares worth $650K. The position accounts for 0.13% of the portfolio, ranked #122.

Berkeley Capital Partners first reported a position in BCE in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.43M in Q3 2025. 392 funds tracked by Wall St. Rank hold BCE as of Q2 2026.

Berkeley Capital Partners held 30,238 shares of BCE worth $650K as of Q2 2026.
Berkeley Capital Partners sold 8,321 BCE shares in Q2 2026, an estimated $200K.
BCE made up 0.13% of Berkeley Capital Partners's portfolio in Q2 2026, its #122 holding.
Berkeley Capital Partners first reported a position in BCE in Q4 2021 and has held it in 18 quarters since.
Berkeley Capital Partners's BCE position peaked at $1.43M in Q3 2025.
392 funds tracked by Wall St. Rank held BCE as of Q2 2026.

Based on Berkeley Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.