EverSource Wealth Advisors’s BCE BCE Stock Holding History

EverSource 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	$84.9K	Sell	3,949 -2,444	-38%	-$58.6K	﹤0.01%	1464
2026 Q1	$161K	Buy	6,393 +2,448	+62%	+$62K	﹤0.01%	1169
2025 Q4	$94K	Sell	3,945 -857	-18%	-$20K	﹤0.01%	1351
2025 Q3	$112K	Buy	4,802 +480	+11%	+$11.6K	﹤0.01%	1217
2025 Q2	$95.8K	Buy	4,322 +2,081	+93%	+$45.5K	﹤0.01%	1228
2025 Q1	$51.4K	Buy	2,241 +1,361	+155%	+$32K	﹤0.01%	1230
2024 Q4	$20.4K	Sell	880 -404	-31%	-$11.6K	﹤0.01%	1615
2024 Q3	$44.7K	Buy	1,284 +59	+5%	+$2.02K	﹤0.01%	1119
2024 Q2	$41.3K	Buy	1,225 +91	+8%	+$3.03K	﹤0.01%	1176
2024 Q1	$37.2K	Sell	1,134 -2,340	-67%	-$89.1K	﹤0.01%	1095
2023 Q4	$137K	Sell	3,474 -1,615	-32%	-$62.5K	0.01%	537
2023 Q3	$194K	Buy	5,089 +3,472	+215%	+$146K	0.02%	403
2023 Q2	$73.7K	Buy	1,617 +1,592	+6,368%	+$74.1K	0.01%	688
2023 Q1	$1.12K	Hold	25	–	–	﹤0.01%	2082
2022 Q4	$1.1K	Hold	25	–	–	﹤0.01%	2063
2022 Q3	$1K	Buy	25 +7	+39%	+$340	﹤0.01%	1781
2022 Q2	$1K	Hold	18	–	–	﹤0.01%	1620
2022 Q1	$1K	Buy	+18	New	+$955	﹤0.01%	1631

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

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

EverSource Wealth Advisors reduced its BCE (BCE) stake by 38% in Q2 2026, selling an estimated $58.6K and leaving 3,949 shares worth $84.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1464.

EverSource Wealth Advisors first reported a position in BCE in Q1 2022 and has held it in 18 quarters since. The position peaked at $194K in Q3 2023. 394 funds tracked by Wall St. Rank hold BCE as of Q2 2026.

EverSource Wealth Advisors held 3,949 shares of BCE worth $84.9K as of Q2 2026.
EverSource Wealth Advisors sold 2,444 BCE shares in Q2 2026, an estimated $58.6K.
BCE made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1464 holding.
EverSource Wealth Advisors first reported a position in BCE in Q1 2022 and has held it in 18 quarters since.
EverSource Wealth Advisors's BCE position peaked at $194K in Q3 2023.
394 funds tracked by Wall St. Rank held BCE as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.