Cape Investment Advisory’s BCE BCE Stock Holding History

Cape Investment Advisory’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	$1.08K	Buy	+50	New	+$1.2K	﹤0.01%	1323
2026 Q1	–	Sell	-50	Closed	-$1.19K	–	310
2025 Q4	$1.19K	Buy	+50	New	+$1.16K	﹤0.01%	1174
2025 Q3	–	Sell	-50	Closed	-$1.11K	–	887
2025 Q2	$1.11K	Hold	50	–	–	﹤0.01%	1026
2025 Q1	$1.15K	Sell	50 -48	-49%	-$1.13K	﹤0.01%	948
2024 Q4	$2.27K	Hold	98	–	–	﹤0.01%	861
2024 Q3	$3.41K	Hold	98	–	–	﹤0.01%	769
2024 Q2	$3.17K	Sell	98 -206	-68%	-$6.87K	﹤0.01%	742
2024 Q1	$10.3K	Sell	304 -355	-54%	-$13.5K	﹤0.01%	546
2023 Q4	$26K	Buy	659 +301	+84%	+$11.7K	0.01%	480
2023 Q3	$13.7K	Buy	+358	New	+$15K	0.01%	512

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

Cape Investment Advisory's BCE Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in BCE (BCE) in Q2 2026: 50 shares worth $1.08K. The stake represents ﹤0.01% of the portfolio and ranks #1323 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in BCE as recently as Q4 2025.

Cape Investment Advisory first reported a position in BCE in Q3 2023 and has held it in 10 quarters since. The position peaked at $26K in Q4 2023. 389 funds tracked by Wall St. Rank hold BCE as of Q2 2026.

Cape Investment Advisory held 50 shares of BCE worth $1.08K as of Q2 2026.
BCE was a new Cape Investment Advisory position in Q2 2026.
BCE made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1323 holding.
Cape Investment Advisory first reported a position in BCE in Q3 2023 and has held it in 10 quarters since.
Cape Investment Advisory's BCE position peaked at $26K in Q4 2023.
389 funds tracked by Wall St. Rank held BCE as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.