EP Wealth Advisors’s BCE BCE Stock Holding History

EP Wealth Advisors’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	$252K	Buy	+11,714	New	+$281K	﹤0.01%	1386
2023 Q3	–	Sell	-12,000	Closed	-$667K	–	756
2023 Q2	$667K	Hold	12,000	–	–	0.01%	407
2023 Q1	$3.86K	Sell	12,000 -2,535	-17%	-$115K	﹤0.01%	627
2022 Q4	$639K	Buy	+14,535	New	+$655K	0.01%	337

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

EP Wealth Advisors's BCE Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in BCE (BCE) in Q2 2026: 11,714 shares worth $252K. The stake represents ﹤0.01% of the portfolio and ranks #1386 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in BCE as recently as Q2 2023.

EP Wealth Advisors first reported a position in BCE in Q4 2022 and has held it in 4 quarters since. The position peaked at $667K in Q2 2023. 392 funds tracked by Wall St. Rank hold BCE as of Q2 2026.

EP Wealth Advisors held 11,714 shares of BCE worth $252K as of Q2 2026.
BCE was a new EP Wealth Advisors position in Q2 2026.
BCE made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1386 holding.
EP Wealth Advisors first reported a position in BCE in Q4 2022 and has held it in 4 quarters since.
EP Wealth Advisors's BCE position peaked at $667K in Q2 2023.
392 funds tracked by Wall St. Rank held BCE as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.