Claret Asset Management’s BCE BCE Stock Holding History

Claret 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	$5.02M	Sell	233,172 -3,142	-1%	-$75.4K	0.54%	42
2026 Q1	$5.96M	Buy	236,314 +6,322	+3%	+$160K	0.71%	35
2025 Q4	$5.49M	Sell	229,992 -15,792	-6%	-$368K	0.64%	39
2025 Q3	$5.74M	Sell	245,784 -10,417	-4%	-$251K	0.68%	38
2025 Q2	$5.68M	Buy	256,201 +5,692	+2%	+$125K	0.74%	33
2025 Q1	$5.75M	Sell	250,509 -1,948	-0.8%	-$45.8K	0.83%	30
2024 Q4	$5.85M	Buy	252,457 +104,227	+70%	+$2.99M	0.92%	26
2024 Q3	$5.15M	Buy	148,230 +16,219	+12%	+$554K	0.84%	28
2024 Q2	$4.28M	Buy	132,011 +6,108	+5%	+$204K	0.76%	30
2024 Q1	$4.28M	Buy	125,903 +36,666	+41%	+$1.4M	0.72%	30
2023 Q4	$3.52M	Buy	89,237 +2,650	+3%	+$103K	0.63%	35
2023 Q3	$3.31M	Buy	86,587 +30,444	+54%	+$1.28M	0.65%	35
2023 Q2	$2.56M	Buy	56,143 +1,019	+2%	+$47.4K	0.5%	39
2023 Q1	$2.47M	Buy	55,124 +1,262	+2%	+$57K	0.49%	38
2022 Q4	$2.36M	Buy	53,862 +159	+0.3%	+$7.16K	0.52%	36
2022 Q3	$2.25M	Sell	53,703 -446	-0.8%	-$21.7K	0.53%	35
2022 Q2	$2.66M	Buy	54,149 +2,125	+4%	+$114K	0.57%	36
2022 Q1	$2.88M	Sell	52,024 -8,404	-14%	-$446K	0.55%	37
2021 Q4	$3.15M	Sell	60,428 -6,600	-10%	-$337K	0.58%	37
2021 Q3	$3.35M	Sell	67,028 -7,545	-10%	-$382K	0.57%	42
2021 Q2	$3.68M	Sell	74,573 -144	-0.2%	-$6.97K	0.6%	40
2021 Q1	$3.37M	Buy	74,717 +26,057	+54%	+$1.15M	0.63%	39
2020 Q4	$2.08M	Buy	48,660 +220	+0.5%	+$9.41K	0.41%	44
2020 Q3	$2.01M	Sell	48,440 -678	-1%	-$28.7K	0.45%	45
2020 Q2	$2.05M	Sell	49,118 -3,662	-7%	-$151K	0.48%	45
2020 Q1	$2.17M	Buy	52,780 +2,584	+5%	+$116K	0.61%	42
2019 Q4	$2.33M	Sell	50,196 -2,376	-5%	-$114K	0.45%	50
2019 Q3	$2.54M	Sell	52,572 -1,864	-3%	-$87.2K	0.52%	51
2019 Q2	$2.48M	Buy	54,436 +921	+2%	+$41.6K	0.51%	51
2019 Q1	$2.38M	Sell	53,515 -803	-1%	-$34.6K	0.47%	54
2018 Q4	$2.15M	Buy	54,318 +660	+1%	+$27K	0.48%	55
2018 Q3	$2.17M	Buy	53,658 +6,128	+13%	+$252K	0.42%	55
2018 Q2	$1.93M	Buy	47,530 +5,459	+13%	+$229K	0.39%	56
2018 Q1	$1.81M	Sell	42,071 -559	-1%	-$25.1K	0.41%	57
2017 Q4	$2.05M	Buy	+42,630	New	+$2.03M	0.45%	54

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

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

Claret Asset Management reduced its BCE (BCE) stake by 1.3% in Q2 2026, selling an estimated $75.4K and leaving 233,172 shares worth $5.02M. The position accounts for 0.54% of the portfolio, ranked #42.

Claret Asset Management first reported a position in BCE in Q4 2017 and has held it in 35 quarters since. The position peaked at $5.96M in Q1 2026. 392 funds tracked by Wall St. Rank hold BCE as of Q2 2026.

Claret Asset Management held 233,172 shares of BCE worth $5.02M as of Q2 2026.
Claret Asset Management sold 3,142 BCE shares in Q2 2026, an estimated $75.4K.
BCE made up 0.54% of Claret Asset Management's portfolio in Q2 2026, its #42 holding.
Claret Asset Management first reported a position in BCE in Q4 2017 and has held it in 35 quarters since.
Claret Asset Management's BCE position peaked at $5.96M in Q1 2026.
392 funds tracked by Wall St. Rank held BCE as of Q2 2026.

Based on Claret Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.