Cidel Asset Management’s BCE BCE Stock Holding History

Cidel Asset Management’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	$622K	Buy	28,909 +4,246	+17%	+$102K	0.03%	228
2026 Q1	$620K	Buy	24,663 +8,492	+53%	+$215K	0.03%	205
2025 Q4	$386K	Sell	16,171 -18,650	-54%	-$434K	0.03%	238
2025 Q3	$814K	Hold	34,821	–	–	0.05%	145
2025 Q2	$771K	Sell	34,821 -1,455	-4%	-$31.8K	0.05%	148
2025 Q1	$833K	Sell	36,276 -362	-1%	-$8.52K	0.05%	136
2024 Q4	$849K	Buy	36,638 +2,460	+7%	+$70.7K	0.06%	128
2024 Q3	$1.19M	Buy	34,178 +7,076	+26%	+$242K	0.08%	105
2024 Q2	$878K	Sell	27,102 -12,328	-31%	-$411K	0.07%	117
2024 Q1	$1.34M	Sell	39,430 -3,734	-9%	-$142K	0.1%	91
2023 Q4	$1.71M	Sell	43,164 -2,510	-5%	-$97.2K	0.07%	95
2023 Q3	$1.75M	Sell	45,674 -6,457	-12%	-$271K	0.09%	70
2023 Q2	$2.38M	Sell	52,131 -169,019	-76%	-$7.87M	0.11%	73
2023 Q1	$9.89M	Sell	221,150 -47,615	-18%	-$2.15M	0.45%	54
2022 Q4	$11.8M	Buy	268,765 +45,333	+20%	+$2.04M	0.55%	54
2022 Q3	$9.42M	Buy	223,432 +27,037	+14%	+$1.31M	0.45%	54
2022 Q2	$9.63M	Buy	196,395 +135,038	+220%	+$7.25M	0.41%	56
2022 Q1	$3.4M	Sell	61,357 -75,832	-55%	-$4.02M	0.12%	67
2021 Q4	$7.15M	Buy	137,189 +1,227	+0.9%	+$62.7K	0.27%	61
2021 Q3	$6.81M	Buy	135,962 +292	+0.2%	+$14.8K	0.28%	58
2021 Q2	$6.7M	Buy	135,670 +12,332	+10%	+$597K	0.27%	58
2021 Q1	$5.57M	Buy	123,338 +19,969	+19%	+$881K	0.25%	58
2020 Q4	$4.42M	Buy	103,369 +9,421	+10%	+$403K	0.25%	58
2020 Q3	$3.88M	Buy	93,948 +3,383	+4%	+$143K	0.22%	57
2020 Q2	$3.77M	Buy	90,565 +5,032	+6%	+$207K	0.17%	60
2020 Q1	$3.47M	Buy	85,533 +66,385	+347%	+$2.98M	0.18%	55
2019 Q4	$888K	Sell	19,148 -765	-4%	-$36.6K	0.04%	74
2019 Q3	$964K	Buy	19,913 +185	+0.9%	+$8.66K	0.05%	82
2019 Q2	$899K	Sell	19,728 -851	-4%	-$38.4K	0.05%	71
2019 Q1	$914K	Sell	20,579 -1,669	-8%	-$72K	0.05%	66
2018 Q4	$878K	Buy	22,248 +3,364	+18%	+$138K	0.06%	54
2018 Q3	$765K	Buy	18,884 +136	+0.7%	+$5.6K	0.03%	57
2018 Q2	$751K	Sell	18,748 -1,021	-5%	-$42.9K	0.03%	57
2018 Q1	$850K	Sell	19,769 -1,655	-8%	-$74.4K	0.04%	51
2017 Q4	$1.03M	Sell	21,424 -491	-2%	-$23.4K	0.04%	49
2017 Q3	$1.02M	Sell	21,915 -434	-2%	-$20.3K	0.05%	49
2017 Q2	$1M	Sell	22,349 -1,450	-6%	-$65.4K	0.05%	53
2017 Q1	$1.08M	Sell	23,799 -648	-3%	-$28.5K	0.05%	51
2016 Q4	$1.06M	Sell	24,447 -77	-0.3%	-$3.4K	0.05%	52
2016 Q3	$1.13M	Sell	24,524 -1,893	-7%	-$89.7K	0.06%	49
2016 Q2	$1.24M	Buy	26,417 +1,730	+7%	+$80.2K	0.07%	47
2016 Q1	$1.13M	Sell	24,687 -2,233	-8%	-$93.2K	0.07%	52
2015 Q4	$1.04M	Sell	26,920 -3,890	-13%	-$164K	0.07%	56
2015 Q3	$1.27M	Buy	30,810 +116	+0.4%	+$4.76K	0.08%	58
2015 Q2	$1.63M	Sell	30,694 -292,181	-90%	-$12.8M	0.07%	61
2015 Q1	$13.7M	Sell	322,875 -17,934	-5%	-$799K	0.7%	26
2014 Q4	$15.7M	Buy	+340,809	New	+$15.3M	0.74%	25

Other funds holding BCE

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

PensionDanmark Copenhagen O, Denmark $12B AUM

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

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

MPPW

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Cidel Asset Management's BCE Position: Q2 2026 in Review

Cidel Asset Management increased its BCE (BCE) stake by 17% in Q2 2026, buying an estimated $102K and bringing the position to 28,909 shares worth $622K. The position accounts for 0.03% of the portfolio, ranked #228.

Cidel Asset Management first reported a position in BCE in Q4 2014 and has held it in 47 quarters since. The position peaked at $15.7M in Q4 2014. 35 funds tracked by Wall St. Rank hold BCE as of Q2 2026.

Cidel Asset Management held 28,909 shares of BCE worth $622K as of Q2 2026.
Cidel Asset Management bought 4,246 BCE shares in Q2 2026, an estimated $102K.
BCE made up 0.03% of Cidel Asset Management's portfolio in Q2 2026, its #228 holding.
Cidel Asset Management first reported a position in BCE in Q4 2014 and has held it in 47 quarters since.
Cidel Asset Management's BCE position peaked at $15.7M in Q4 2014.
35 funds tracked by Wall St. Rank held BCE as of Q2 2026.

Based on Cidel Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.