Golden State Wealth Management’s BCE BCE Stock Holding History

Golden State Wealth Management’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
2025 Q4	–	Sell	-285	Closed	-$6.67K	–	1690
2025 Q3	$6.67K	Hold	285	–	–	﹤0.01%	1189
2025 Q2	$6.32K	Sell	285 -3,665	-93%	-$80.2K	﹤0.01%	1182
2025 Q1	$90.7K	Hold	3,950	–	–	0.01%	471
2024 Q4	$91.6K	Buy	+3,950	New	+$114K	0.01%	449
2020 Q2	–	Sell	-234	Closed	-$10K	–	321
2020 Q1	$10K	Buy	+234	New	+$10.5K	﹤0.01%	618
2019 Q2	–	Sell	-155	Closed	-$7K	–	1063
2019 Q1	$7K	Buy	+155	New	+$6.69K	﹤0.01%	830

Other funds holding BCE

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Golden State Wealth Management's BCE Position: Q4 2025 in Review

Golden State Wealth Management sold out of BCE (BCE) in Q4 2025, closing a stake of 285 shares — an estimated $6.67K sold.

Golden State Wealth Management first reported a position in BCE in Q1 2019 and held it in 6 quarters. The position peaked at $91.6K in Q4 2024. 412 funds tracked by Wall St. Rank hold BCE as of Q4 2025.

Golden State Wealth Management reported no remaining BCE position as of Q4 2025 after selling out during the quarter.
Golden State Wealth Management sold 285 BCE shares in Q4 2025, an estimated $6.67K.
Golden State Wealth Management first reported a position in BCE in Q1 2019 and held it in 6 quarters.
Golden State Wealth Management's BCE position peaked at $91.6K in Q4 2024.
412 funds tracked by Wall St. Rank held BCE as of Q4 2025.

Based on Golden State Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.