Institute for Wealth Management’s BCE BCE Stock Holding History

Institute for 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
2026 Q2	$16.6K	Buy	+770	New	+$18.5K	﹤0.01%	1185

Other funds holding BCE

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Institute for Wealth Management's BCE Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in BCE (BCE) in Q2 2026: 770 shares worth $16.6K. The stake represents ﹤0.01% of the portfolio and ranks #1185 among its holdings.

190 funds tracked by Wall St. Rank hold BCE as of Q2 2026.

Institute for Wealth Management held 770 shares of BCE worth $16.6K as of Q2 2026.
BCE was a new Institute for Wealth Management position in Q2 2026.
BCE made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1185 holding.
190 funds tracked by Wall St. Rank held BCE as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.