Curated Wealth Partners’s BCE BCE Stock Holding History

Curated Wealth Partners’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	$358K	Buy	+350,000	New	+$8.4M	0.05%	375
2023 Q3	–	Sell	-4,979	Closed	-$227K	–	136
2023 Q2	$227K	Hold	4,979	–	–	0.04%	120
2023 Q1	$223K	Sell	4,979 -861	-15%	-$38.9K	0.05%	115
2022 Q4	$257K	Sell	5,840 -184	-3%	-$8.29K	0.06%	108
2022 Q3	$254K	Sell	6,024 -1,015	-14%	-$49.3K	0.07%	104
2022 Q2	$345K	Buy	7,039 +1,791	+34%	+$96.1K	0.1%	90
2022 Q1	$271K	Hold	5,248	–	–	0.09%	118
2021 Q4	$271K	Sell	5,248 -2,063	-28%	-$105K	0.09%	122
2021 Q3	$366K	Buy	7,311 +89	+1%	+$4.5K	0.2%	96
2021 Q2	$356K	Sell	7,222 -569	-7%	-$27.6K	0.19%	101
2021 Q1	$352K	Buy	7,791 +42	+0.5%	+$1.85K	0.22%	94
2020 Q4	$332K	Buy	+7,749	New	+$332K	0.22%	95

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

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

MFG

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

SFA

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

Curated Wealth Partners's BCE Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in BCE (BCE) in Q2 2026: 350,000 shares worth $358K. The stake represents 0.05% of the portfolio and ranks #375 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in BCE as recently as Q2 2023.

Curated Wealth Partners first reported a position in BCE in Q4 2020 and has held it in 12 quarters since. The position peaked at $366K in Q3 2021. 35 funds tracked by Wall St. Rank hold BCE as of Q2 2026.

Curated Wealth Partners held 350,000 shares of BCE worth $358K as of Q2 2026.
BCE was a new Curated Wealth Partners position in Q2 2026.
BCE made up 0.05% of Curated Wealth Partners's portfolio in Q2 2026, its #375 holding.
Curated Wealth Partners first reported a position in BCE in Q4 2020 and has held it in 12 quarters since.
Curated Wealth Partners's BCE position peaked at $366K in Q3 2021.
35 funds tracked by Wall St. Rank held BCE as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.