Creative Planning’s BCE BCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.31M | Sell |
339,681
-13,189
| -4% | -$316K | ﹤0.01% | 1109 |
|
|
2026
Q1 | $8.91M | Buy |
352,870
+81,328
| +30% | +$2.06M | 0.01% | 771 |
|
|
2025
Q4 | $6.47M | Buy |
271,542
+155,400
| +134% | +$3.62M | ﹤0.01% | 835 |
|
|
2025
Q3 | $2.72M | Buy |
116,142
+30,044
| +35% | +$724K | ﹤0.01% | 1303 |
|
|
2025
Q2 | $1.91M | Sell |
86,098
-32,333
| -27% | -$707K | ﹤0.01% | 1351 |
|
|
2025
Q1 | $2.72M | Sell |
118,431
-15,106
| -11% | -$355K | ﹤0.01% | 998 |
|
|
2024
Q4 | $3.1M | Buy |
133,537
+74,066
| +125% | +$2.13M | ﹤0.01% | 882 |
|
|
2024
Q3 | $2.07M | Buy |
59,471
+3,372
| +6% | +$115K | ﹤0.01% | 1039 |
|
|
2024
Q2 | $1.82M | Buy |
56,099
+30,125
| +116% | +$1M | ﹤0.01% | 1038 |
|
|
2024
Q1 | $883K | Sell |
25,974
-11,171
| -30% | -$425K | ﹤0.01% | 1410 |
|
|
2023
Q4 | $1.46M | Buy |
37,145
+10,187
| +38% | +$394K | ﹤0.01% | 1051 |
|
|
2023
Q3 | $1.03M | Sell |
26,958
-7,592
| -22% | -$319K | ﹤0.01% | 1146 |
|
|
2023
Q2 | $1.58M | Buy |
34,550
+10,849
| +46% | +$505K | ﹤0.01% | 922 |
|
|
2023
Q1 | $1.06M | Sell |
23,701
-34
| -0.1% | -$1.54K | ﹤0.01% | 1049 |
|
|
2022
Q4 | $1.04M | Sell |
23,735
-3,907
| -14% | -$176K | ﹤0.01% | 1012 |
|
|
2022
Q3 | $1.16M | Buy |
27,642
+4,851
| +21% | +$236K | ﹤0.01% | 909 |
|
|
2022
Q2 | $1.12M | Buy |
22,791
+22
| +0.1% | +$1.18K | ﹤0.01% | 924 |
|
|
2022
Q1 | $1.26M | Buy |
22,769
+7,351
| +48% | +$390K | ﹤0.01% | 879 |
|
|
2021
Q4 | $802K | Buy |
15,418
+827
| +6% | +$42.3K | ﹤0.01% | 1055 |
|
|
2021
Q3 | $730K | Buy |
14,591
+4,092
| +39% | +$207K | ﹤0.01% | 1099 |
|
|
2021
Q2 | $518K | Sell |
10,499
-2,804
| -21% | -$136K | ﹤0.01% | 1259 |
|
|
2021
Q1 | $600K | Sell |
13,303
-1,506
| -10% | -$66.4K | ﹤0.01% | 1308 |
|
|
2020
Q4 | $634K | Buy |
14,809
+3,963
| +37% | +$170K | ﹤0.01% | 1178 |
|
|
2020
Q3 | $450K | Sell |
10,846
-983
| -8% | -$41.6K | ﹤0.01% | 1186 |
|
|
2020
Q2 | $494K | Sell |
11,829
-185
| -2% | -$7.62K | ﹤0.01% | 1037 |
|
|
2020
Q1 | $491K | Sell |
12,014
-4,133
| -26% | -$185K | ﹤0.01% | 958 |
|
|
2019
Q4 | $748K | Buy |
16,147
+3,828
| +31% | +$183K | ﹤0.01% | 923 |
|
|
2019
Q3 | $596K | Buy |
12,319
+2,414
| +24% | +$113K | ﹤0.01% | 970 |
|
|
2019
Q2 | $450K | Sell |
9,905
-8,694
| -47% | -$392K | ﹤0.01% | 1141 |
|
|
2019
Q1 | $826K | Sell |
18,599
-498
| -3% | -$21.5K | ﹤0.01% | 800 |
|
|
2018
Q4 | $755K | Buy |
19,097
+818
| +4% | +$33.5K | ﹤0.01% | 782 |
|
|
2018
Q3 | $741K | Buy |
18,279
+1,858
| +11% | +$76.5K | ﹤0.01% | 887 |
|
|
2018
Q2 | $665K | Buy |
16,421
+1,010
| +7% | +$42.4K | ﹤0.01% | 934 |
|
|
2018
Q1 | $663K | Buy |
15,411
+32
| +0.2% | +$1.44K | ﹤0.01% | 940 |
|
|
2017
Q4 | $738K | Sell |
15,379
-21
| -0.1% | -$1K | ﹤0.01% | 867 |
|
|
2017
Q3 | $721K | Buy |
15,400
+3,023
| +24% | +$142K | ﹤0.01% | 863 |
|
|
2017
Q2 | $557K | Sell |
12,377
-22
| -0.2% | -$992 | ﹤0.01% | 964 |
|
|
2017
Q1 | $549K | Sell |
12,399
-1,177
| -9% | -$51.9K | ﹤0.01% | 943 |
|
|
2016
Q4 | $587K | Buy |
13,576
+542
| +4% | +$23.9K | ﹤0.01% | 855 |
|
|
2016
Q3 | $602K | Buy |
13,034
+2,822
| +28% | +$134K | ﹤0.01% | 800 |
|
|
2016
Q2 | $483K | Buy |
10,212
+395
| +4% | +$18.3K | ﹤0.01% | 796 |
|
|
2016
Q1 | $447K | Sell |
9,817
-3,565
| -27% | -$149K | ﹤0.01% | 799 |
|
|
2015
Q4 | $517K | Sell |
13,382
-438
| -3% | -$18.5K | ﹤0.01% | 740 |
|
|
2015
Q3 | $566K | Sell |
13,820
-1,989
| -13% | -$81.6K | 0.01% | 690 |
|
|
2015
Q2 | $672K | Buy |
15,809
+3,610
| +30% | +$159K | 0.01% | 583 |
|
|
2015
Q1 | $517K | Buy |
12,199
+2,186
| +22% | +$97.4K | ﹤0.01% | 727 |
|
|
2014
Q4 | $459K | Buy |
10,013
+2,241
| +29% | +$101K | ﹤0.01% | 736 |
|
|
2014
Q3 | $332K | Buy |
7,772
+2,468
| +47% | +$110K | ﹤0.01% | 817 |
|
|
2014
Q2 | $241K | Buy |
5,304
+1,996
| +60% | +$89.9K | ﹤0.01% | 939 |
|
|
2014
Q1 | $143K | Sell |
3,308
-263
| -7% | -$11.2K | ﹤0.01% | 1173 |
|
|
2013
Q4 | $155K | Buy |
3,571
+784
| +28% | +$34.1K | ﹤0.01% | 975 |
|
|
2013
Q3 | $119K | Sell |
2,787
-959
| -26% | -$39.9K | ﹤0.01% | 1008 |
|
|
2013
Q2 | $154K | Buy |
+3,746
| New | +$170K | ﹤0.01% | 767 |
|
Other funds holding BCE
FDCDDQ
Creative Planning's BCE Position: Q2 2026 in Review
Creative Planning reduced its BCE (BCE) stake by 3.7% in Q2 2026, selling an estimated $316K and leaving 339,681 shares worth $7.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1109.
Creative Planning first reported a position in BCE in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.91M in Q1 2026. 390 funds tracked by Wall St. Rank hold BCE as of Q2 2026.
- Creative Planning held 339,681 shares of BCE worth $7.31M as of Q2 2026.
- Creative Planning sold 13,189 BCE shares in Q2 2026, an estimated $316K.
- BCE made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1109 holding.
- Creative Planning first reported a position in BCE in Q2 2013 and has held it in 53 quarters since.
- Creative Planning's BCE position peaked at $8.91M in Q1 2026.
- 390 funds tracked by Wall St. Rank held BCE as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.