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Congress Wealth Management’s BCE BCE Stock Holding History

Congress Wealth 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
2025
Q2 		– Sell
-8,995
Closed -$206K – 1181
2025
Q1 		$206K Sell
8,995
-11,361
-56% -$267K ﹤0.01% 1029
2024
Q4 		$472K Buy
20,356
+3,690
+22% +$106K 0.01% 652
2024
Q3 		$580K Buy
+16,666
New +$569K 0.01% 610

Other funds holding BCE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Congress Wealth Management's BCE Position: Q2 2025 in Review

Congress Wealth Management sold out of BCE (BCE) in Q2 2025, closing a stake of 8,995 shares — an estimated $206K sold.

Congress Wealth Management first reported a position in BCE in Q3 2024 and held it in 3 quarters. The position peaked at $580K in Q3 2024. 391 funds tracked by Wall St. Rank hold BCE as of Q2 2025.

  • Congress Wealth Management reported no remaining BCE position as of Q2 2025 after selling out during the quarter.
  • Congress Wealth Management sold 8,995 BCE shares in Q2 2025, an estimated $206K.
  • Congress Wealth Management first reported a position in BCE in Q3 2024 and held it in 3 quarters.
  • Congress Wealth Management's BCE position peaked at $580K in Q3 2024.
  • 391 funds tracked by Wall St. Rank held BCE as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.