Caldwell Sutter Capital’s BCE BCE Stock Holding History

Caldwell Sutter Capital’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	$236K	Buy	10,960 +792	+8%	+$19K	0.09%	199
2026 Q1	$257K	Buy	10,168 +1,439	+16%	+$36.5K	0.1%	185
2025 Q4	$208K	Sell	8,729 -672	-7%	-$15.6K	0.09%	212
2025 Q3	$220K	Sell	9,401 -36	-0.4%	-$867	0.09%	197
2025 Q2	$209K	Sell	9,437 -1,590	-14%	-$34.8K	0.1%	202
2025 Q1	$253K	Buy	11,027 +165	+2%	+$3.88K	0.12%	170
2024 Q4	$252K	Sell	10,862 -994	-8%	-$28.6K	0.12%	172
2024 Q3	$413K	Buy	11,856 +445	+4%	+$15.2K	0.19%	126
2024 Q2	$369K	Buy	11,411 +1,018	+10%	+$33.9K	0.18%	130
2024 Q1	$353K	Buy	10,393 +612	+6%	+$23.3K	0.17%	135
2023 Q4	$385K	Sell	9,781 -1,435	-13%	-$55.5K	0.2%	124
2023 Q3	$428K	Buy	11,216 +1,200	+12%	+$50.4K	0.24%	106
2023 Q2	$457K	Buy	10,016 +5,502	+122%	+$256K	0.24%	104
2023 Q1	$202K	Buy	+4,514	New	+$204K	0.15%	124

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Caldwell Sutter Capital's BCE Position: Q2 2026 in Review

Caldwell Sutter Capital increased its BCE (BCE) stake by 7.8% in Q2 2026, buying an estimated $19K and bringing the position to 10,960 shares worth $236K. The position accounts for 0.09% of the portfolio, ranked #199.

Caldwell Sutter Capital first reported a position in BCE in Q1 2023 and has held it in 14 quarters since. The position peaked at $457K in Q2 2023. 390 funds tracked by Wall St. Rank hold BCE as of Q2 2026.

Caldwell Sutter Capital held 10,960 shares of BCE worth $236K as of Q2 2026.
Caldwell Sutter Capital bought 792 BCE shares in Q2 2026, an estimated $19K.
BCE made up 0.09% of Caldwell Sutter Capital's portfolio in Q2 2026, its #199 holding.
Caldwell Sutter Capital first reported a position in BCE in Q1 2023 and has held it in 14 quarters since.
Caldwell Sutter Capital's BCE position peaked at $457K in Q2 2023.
390 funds tracked by Wall St. Rank held BCE as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.