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Caldwell Trust’s BCE BCE Stock Holding History

Caldwell Trust’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
2025
Q4 		– Sell
-388
Closed -$9.07K – 759
2025
Q3 		$9.07K Hold
388
– – ﹤0.01% 650
2025
Q2 		$8.6K Sell
388
-385
-50% -$8.42K ﹤0.01% 646
2025
Q1 		$17.7K Hold
773
– – ﹤0.01% 574
2024
Q4 		$17.9K Hold
773
– – ﹤0.01% 564
2024
Q3 		$26.9K Sell
773
-862
-53% -$29.4K ﹤0.01% 523
2024
Q2 		$52.9K Sell
1,635
-153
-9% -$5.1K 0.01% 449
2024
Q1 		$60.8K Buy
1,788
+241
+16% +$9.17K 0.01% 438
2023
Q4 		$60.9K Sell
1,547
-199
-11% -$7.7K 0.01% 425
2023
Q3 		$66.6K Hold
1,746
– – 0.01% 400
2023
Q2 		$79.6K Sell
1,746
-16
-0.9% -$745 0.01% 389
2023
Q1 		$78.9K Sell
1,762
-606
-26% -$27.4K 0.01% 376
2022
Q4 		$104K Sell
2,368
-1,397
-37% -$62.9K 0.01% 340
2022
Q3 		$158K Sell
3,765
-160
-4% -$7.77K 0.02% 298
2022
Q2 		$193K Sell
3,925
-395
-9% -$21.2K 0.03% 279
2022
Q1 		$240K Hold
4,320
– – 0.03% 259
2021
Q4 		$225K Buy
4,320
+45
+1% +$2.3K 0.03% 270
2021
Q3 		$214K Sell
4,275
-900
-17% -$45.5K 0.03% 270
2021
Q2 		$255K Buy
5,175
+50
+1% +$2.42K 0.03% 251
2021
Q1 		$231K Hold
5,125
– – 0.03% 251
2020
Q4 		$219K Hold
5,125
– – 0.03% 242
2020
Q3 		$213K Sell
5,125
-1,100
-18% -$46.5K 0.03% 239
2020
Q2 		$260K Sell
6,225
-950
-13% -$39.1K 0.04% 218
2020
Q1 		$293K Sell
7,175
-511
-7% -$22.9K 0.06% 201
2019
Q4 		$356K Buy
+7,686
New +$368K 0.05% 204

Other funds holding BCE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Caldwell Trust's BCE Position: Q4 2025 in Review

Caldwell Trust sold out of BCE (BCE) in Q4 2025, closing a stake of 388 shares — an estimated $9.07K sold.

Caldwell Trust first reported a position in BCE in Q4 2019 and held it in 24 quarters. The position peaked at $356K in Q4 2019. 410 funds tracked by Wall St. Rank hold BCE as of Q4 2025.

  • Caldwell Trust reported no remaining BCE position as of Q4 2025 after selling out during the quarter.
  • Caldwell Trust sold 388 BCE shares in Q4 2025, an estimated $9.07K.
  • Caldwell Trust first reported a position in BCE in Q4 2019 and held it in 24 quarters.
  • Caldwell Trust's BCE position peaked at $356K in Q4 2019.
  • 410 funds tracked by Wall St. Rank held BCE as of Q4 2025.

Based on Caldwell Trust's 13F filing for Q4 2025, filed 30 Jan 2026.