Brinker Capital Investments’s BCE BCE Stock Holding History

Brinker Capital Investments’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	$892K	Sell	41,456 -4,202	-9%	-$101K	0.01%	1221
2026 Q1	$1.15M	Buy	45,658 +10,894	+31%	+$276K	0.01%	1034
2025 Q4	$828K	Buy	34,764 +1,745	+5%	+$40.6K	0.01%	1330
2025 Q3	$772K	Buy	33,019 +19,913	+152%	+$480K	0.01%	1352
2025 Q2	$291K	Buy	13,106 +1,955	+18%	+$42.8K	﹤0.01%	1716
2025 Q1	$256K	Sell	11,151 -21,625	-66%	-$509K	﹤0.01%	1695
2024 Q4	$760K	Sell	32,776 -29,287	-47%	-$842K	0.01%	1188
2024 Q3	$2.16M	Sell	62,063 -7,306	-11%	-$249K	0.02%	652
2024 Q2	$2.25M	Buy	69,369 +5,811	+9%	+$194K	0.02%	599
2024 Q1	$2.16M	Sell	63,558 -6,432	-9%	-$245K	0.02%	630
2023 Q4	$2.86M	Sell	69,990 -3,480	-5%	-$135K	0.03%	463
2023 Q3	$2.8M	Sell	73,470 -6,607	-8%	-$278K	0.03%	469
2023 Q2	$3.65M	Buy	80,077 +5,489	+7%	+$256K	0.04%	417
2023 Q1	$3.34M	Buy	74,588 +34,275	+85%	+$1.55M	0.04%	387
2022 Q4	$1.77M	Sell	40,313 -1,861	-4%	-$83.8K	0.04%	519
2022 Q3	$1.77M	Sell	42,174 -701	-2%	-$34.1K	0.04%	501
2022 Q2	$2.11M	Sell	42,875 -1,343	-3%	-$72.1K	0.04%	456
2022 Q1	$2.45M	Sell	44,218 -535	-1%	-$28.4K	0.04%	461
2021 Q4	$2.33M	Sell	44,753 -6,384	-12%	-$326K	0.03%	511
2021 Q3	$2.53M	Hold	51,137	–	–	0.04%	476
2021 Q2	$2.53M	Buy	51,137 +8,791	+21%	+$426K	0.03%	533
2021 Q1	$1.92M	Sell	42,346 -6,710	-14%	-$296K	0.03%	524
2020 Q4	$2.1M	Buy	49,056 +21,081	+75%	+$902K	0.03%	546
2020 Q3	$1.16M	Buy	+27,975	New	+$1.18M	0.02%	640
2019 Q3	–	Sell	-273	Closed	-$12K	–	753
2019 Q2	$12K	Buy	273 +40	+17%	+$1.8K	﹤0.01%	755
2019 Q1	$10K	Buy	+233	New	+$10.1K	﹤0.01%	635
2016 Q4	–	Sell	-101	Closed	-$5K	–	492
2016 Q3	$5K	Buy	+101	New	+$4.79K	﹤0.01%	407

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

Brinker Capital Investments's BCE Position: Q2 2026 in Review

Brinker Capital Investments reduced its BCE (BCE) stake by 9.2% in Q2 2026, selling an estimated $101K and leaving 41,456 shares worth $892K. The position accounts for 0.01% of the portfolio, ranked #1221.

Brinker Capital Investments first reported a position in BCE in Q3 2016 and has held it in 27 quarters since. The position peaked at $3.65M in Q2 2023. 390 funds tracked by Wall St. Rank hold BCE as of Q2 2026.

Brinker Capital Investments held 41,456 shares of BCE worth $892K as of Q2 2026.
Brinker Capital Investments sold 4,202 BCE shares in Q2 2026, an estimated $101K.
BCE made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1221 holding.
Brinker Capital Investments first reported a position in BCE in Q3 2016 and has held it in 27 quarters since.
Brinker Capital Investments's BCE position peaked at $3.65M in Q2 2023.
390 funds tracked by Wall St. Rank held BCE as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.