Capital Investment Advisory Services’s BCE BCE Stock Holding History

Capital Investment Advisory Services’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	$265K	Sell	12,307 -253	-2%	-$6.07K	0.02%	623
2026 Q1	$317K	Sell	12,560 -340	-3%	-$8.62K	0.02%	500
2025 Q4	$307K	Sell	12,900 -627	-5%	-$14.6K	0.02%	498
2025 Q3	$316K	Buy	13,527 +116	+0.9%	+$2.79K	0.03%	474
2025 Q2	$297K	Buy	13,411 +101	+0.8%	+$2.21K	0.02%	459
2025 Q1	$306K	Buy	13,310 +94	+0.7%	+$2.21K	0.03%	429
2024 Q4	$306K	Sell	13,216 -1,187	-8%	-$34.1K	0.03%	391
2024 Q3	$501K	Sell	14,403 -409	-3%	-$14K	0.05%	298
2024 Q2	$479K	Sell	14,812 -45	-0.3%	-$1.5K	0.05%	294
2024 Q1	$505K	Sell	14,857 -844	-5%	-$32.1K	0.05%	294
2023 Q4	$618K	Buy	15,701 +636	+4%	+$24.6K	0.06%	250
2023 Q3	$575K	Buy	15,065 +1,525	+11%	+$64.1K	0.06%	256
2023 Q2	$617K	Buy	13,540 +1,128	+9%	+$52.5K	0.06%	241
2023 Q1	$556K	Buy	12,412 +4,223	+52%	+$191K	0.07%	246
2022 Q4	$360K	Buy	8,189 +198	+2%	+$8.92K	0.04%	334
2022 Q3	$335K	Buy	7,991 +2,911	+57%	+$141K	0.04%	330
2022 Q2	$250K	Buy	5,080 +17	+0.3%	+$912	0.03%	400
2022 Q1	$281K	Buy	5,063 +413	+9%	+$21.9K	0.03%	400
2021 Q4	$242K	Buy	4,650 +65	+1%	+$3.32K	0.03%	426
2021 Q3	$230K	Buy	4,585 +86	+2%	+$4.35K	0.03%	417
2021 Q2	$222K	Sell	4,499 -85	-2%	-$4.12K	0.03%	432
2021 Q1	$207K	Buy	+4,584	New	+$202K	0.03%	414
2019 Q4	–	Sell	-2,090	Closed	-$101K	–	613
2019 Q3	$101K	Sell	2,090 -50	-2%	-$2.34K	0.03%	381
2019 Q2	$98K	Buy	2,140 +100	+5%	+$4.51K	0.03%	390
2019 Q1	$91K	Buy	2,040 +390	+24%	+$16.8K	0.03%	358
2018 Q4	$65K	Buy	+1,650	New	+$67.5K	0.03%	403

Other funds holding BCE

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

TPM

Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

OPA

Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return

Capital Investment Advisory Services's BCE Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its BCE (BCE) stake by 2% in Q2 2026, selling an estimated $6.07K and leaving 12,307 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #623.

Capital Investment Advisory Services first reported a position in BCE in Q4 2018 and has held it in 26 quarters since. The position peaked at $618K in Q4 2023. 80 funds tracked by Wall St. Rank hold BCE as of Q2 2026.

Capital Investment Advisory Services held 12,307 shares of BCE worth $265K as of Q2 2026.
Capital Investment Advisory Services sold 253 BCE shares in Q2 2026, an estimated $6.07K.
BCE made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #623 holding.
Capital Investment Advisory Services first reported a position in BCE in Q4 2018 and has held it in 26 quarters since.
Capital Investment Advisory Services's BCE position peaked at $618K in Q4 2023.
80 funds tracked by Wall St. Rank held BCE as of Q2 2026.

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