Capstone Investment Advisors’s BCE BCE Stock Holding History

Capstone Investment Advisors’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	$1.31M	Buy	60,834 +15,588	+34%	+$374K	﹤0.01%	856
2026 Q1	$1.14M	Buy	45,246 +13,744	+44%	+$348K	﹤0.01%	816
2025 Q4	$750K	Sell	31,502 -35,252	-53%	-$821K	﹤0.01%	985
2025 Q3	$1.56M	Buy	+66,754	New	+$1.61M	﹤0.01%	862
2024 Q4	–	Sell	-11,307	Closed	-$393K	–	1841
2024 Q3	$393K	Sell	11,307 -16,344	-59%	-$558K	﹤0.01%	1289
2024 Q2	$895K	Sell	27,651 -42,172	-60%	-$1.41M	﹤0.01%	1036
2024 Q1	$2.37M	Buy	69,823 +47,548	+213%	+$1.81M	0.01%	711
2023 Q4	$877K	Buy	+22,275	New	+$862K	﹤0.01%	1109
2023 Q3	–	Sell	-10,377	Closed	-$473K	–	2098
2023 Q2	$473K	Buy	+10,377	New	+$483K	﹤0.01%	1190

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

Capstone Investment Advisors's BCE Position: Q2 2026 in Review

Capstone Investment Advisors increased its BCE (BCE) stake by 34% in Q2 2026, buying an estimated $374K and bringing the position to 60,834 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #856.

Capstone Investment Advisors first reported a position in BCE in Q2 2023 and has held it in 9 quarters since. The position peaked at $2.37M in Q1 2024. 394 funds tracked by Wall St. Rank hold BCE as of Q2 2026.

Capstone Investment Advisors held 60,834 shares of BCE worth $1.31M as of Q2 2026.
Capstone Investment Advisors bought 15,588 BCE shares in Q2 2026, an estimated $374K.
BCE made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #856 holding.
Capstone Investment Advisors first reported a position in BCE in Q2 2023 and has held it in 9 quarters since.
Capstone Investment Advisors's BCE position peaked at $2.37M in Q1 2024.
394 funds tracked by Wall St. Rank held BCE as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.