Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$12.7K Hold
589
﹤0.01% 219
2026
Q1
$14.9K Hold
589
0.01% 207
2025
Q4
$14K Hold
589
0.01% 205
2025
Q3
$13.8K Hold
589
0.01% 205
2025
Q2
$13.1K Sell
589
-599
-50% -$13.1K 0.01% 207
2025
Q1
$27.3K Buy
1,188
+49
+4% +$1.15K 0.01% 159
2024
Q4
$26.4K Buy
+1,139
New +$32.7K 0.01% 162

Other funds holding BCE

Bernard Wealth Management's BCE Position: Q2 2026 in Review

Bernard Wealth Management held its BCE (BCE) position steady in Q2 2026 at 589 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #219.

Bernard Wealth Management first reported a position in BCE in Q4 2024 and has held it in 7 quarters since. The position peaked at $27.3K in Q1 2025. 392 funds tracked by Wall St. Rank hold BCE as of Q2 2026.

  • Bernard Wealth Management held 589 shares of BCE worth $12.7K as of Q2 2026.
  • Bernard Wealth Management left its BCE share count unchanged in Q2 2026.
  • BCE made up ﹤0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #219 holding.
  • Bernard Wealth Management first reported a position in BCE in Q4 2024 and has held it in 7 quarters since.
  • Bernard Wealth Management's BCE position peaked at $27.3K in Q1 2025.
  • 392 funds tracked by Wall St. Rank held BCE as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.