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Independent Financial Group’s BCE BCE Stock Holding History

Independent Financial Group’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
Q2 		– Sell
-16,107
Closed -$370K – 1298
2025
Q1 		$370K Buy
16,107
+3,641
+29% +$85.6K 0.01% 843
2024
Q4 		$289K Sell
12,466
-2,089
-14% -$60K 0.01% 914
2024
Q3 		$507K Buy
+14,555
New +$497K 0.02% 647
2024
Q2 		– Sell
-6,259
Closed -$213K – 1091
2024
Q1 		$213K Sell
6,259
-1,809
-22% -$68.8K 0.01% 933
2023
Q4 		$318K Sell
8,068
-2,777
-26% -$107K 0.02% 695
2023
Q3 		$414K Buy
10,845
+2,123
+24% +$89.2K 0.03% 555
2023
Q2 		$398K Sell
8,722
-331
-4% -$15.4K 0.03% 543
2023
Q1 		$406K Buy
9,053
+517
+6% +$23.4K 0.03% 510
2022
Q4 		$375K Buy
8,536
+161
+2% +$7.25K 0.03% 504
2022
Q3 		$351K Buy
8,375
+217
+3% +$10.5K 0.03% 496
2022
Q2 		$401K Buy
8,158
+216
+3% +$11.6K 0.04% 432
2022
Q1 		$440K Buy
7,942
+548
+7% +$29.1K 0.04% 467
2021
Q4 		$385K Buy
7,394
+31
+0.4% +$1.58K 0.03% 503
2021
Q3 		$369K Buy
7,363
+331
+5% +$16.7K 0.04% 457
2021
Q2 		$347K Buy
7,032
+216
+3% +$10.5K 0.04% 486
2021
Q1 		$308K Buy
6,816
+1,660
+32% +$73.2K 0.04% 456
2020
Q4 		$221K Buy
+5,156
New +$221K 0.03% 499

Other funds holding BCE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Independent Financial Group's BCE Position: Q2 2025 in Review

Independent Financial Group sold out of BCE (BCE) in Q2 2025, closing a stake of 16,107 shares — an estimated $370K sold.

Independent Financial Group first reported a position in BCE in Q4 2020 and held it in 17 quarters. The position peaked at $507K in Q3 2024. 391 funds tracked by Wall St. Rank hold BCE as of Q2 2025.

  • Independent Financial Group reported no remaining BCE position as of Q2 2025 after selling out during the quarter.
  • Independent Financial Group sold 16,107 BCE shares in Q2 2025, an estimated $370K.
  • Independent Financial Group first reported a position in BCE in Q4 2020 and held it in 17 quarters.
  • Independent Financial Group's BCE position peaked at $507K in Q3 2024.
  • 391 funds tracked by Wall St. Rank held BCE as of Q2 2025.

Based on Independent Financial Group's 13F filing for Q2 2025, filed 15 May 2026.