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Elevation Wealth Partners’s BCE BCE Stock Holding History

Elevation 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
Q3 		$8.05K Sell
396
-136
-26% -$3.04K ﹤0.01% 971
2026
Q2 		$11.4K Buy
+532
New +$12.8K ﹤0.01% 773

Other funds holding BCE

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Elevation Wealth Partners's BCE Position: Q3 2026 in Review

Elevation Wealth Partners reduced its BCE (BCE) stake by 26% in Q3 2026, selling an estimated $3.04K and leaving 396 shares worth $8.05K. The position accounts for ﹤0.01% of the portfolio, ranked #971.

Elevation Wealth Partners first reported a position in BCE in Q2 2026 and has held it in 2 quarters since. The position peaked at $11.4K in Q2 2026. 8 funds tracked by Wall St. Rank hold BCE as of Q3 2026.

  • Elevation Wealth Partners held 396 shares of BCE worth $8.05K as of Q3 2026.
  • Elevation Wealth Partners sold 136 BCE shares in Q3 2026, an estimated $3.04K.
  • BCE made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #971 holding.
  • Elevation Wealth Partners first reported a position in BCE in Q2 2026 and has held it in 2 quarters since.
  • Elevation Wealth Partners's BCE position peaked at $11.4K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held BCE as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.