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Integrated Wealth Concepts’s BCE BCE Stock Holding History

Integrated Wealth Concepts’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 		$210K Sell
9,778
-151
-2% -$3.62K ﹤0.01% 2203
2026
Q1 		$251K Buy
+9,929
New +$252K ﹤0.01% 1964
2025
Q4 		– Sell
-11,073
Closed -$259K – 1652
2025
Q3 		$259K Sell
11,073
-276
-2% -$6.65K ﹤0.01% 1711
2025
Q2 		$252K Sell
11,349
-3
-0% -$66 ﹤0.01% 1642
2025
Q1 		$261K Sell
11,352
-600
-5% -$14.1K ﹤0.01% 1481
2024
Q4 		$277K Sell
11,952
-2,740
-19% -$78.7K ﹤0.01% 1415
2024
Q3 		$511K Sell
14,692
-22,216
-60% -$759K 0.01% 1072
2024
Q2 		$1.19M Sell
36,908
-3,916
-10% -$131K 0.02% 684
2024
Q1 		$1.39M Sell
40,824
-643
-2% -$24.5K 0.02% 631
2023
Q4 		$1.63M Buy
41,467
+1,036
+3% +$40.1K 0.03% 554
2023
Q3 		$1.54M Buy
40,431
+1,067
+3% +$44.8K 0.03% 535
2023
Q2 		$1.79M Buy
39,364
+1,124
+3% +$52.3K 0.03% 504
2023
Q1 		$1.71M Buy
+38,240
New +$1.73M 0.04% 461
2019
Q3 		– Sell
-4,591
Closed -$209K – 426
2019
Q2 		$209K Sell
4,591
-244
-5% -$11K 0.03% 354
2019
Q1 		$215K Buy
+4,835
New +$209K 0.04% 301
2018
Q3 		– Sell
-5,917
Closed -$239K – 251
2018
Q2 		$239K Sell
5,917
-469
-7% -$19.7K 0.08% 186
2018
Q1 		$272K Sell
6,386
-106
-2% -$4.76K 0.11% 155
2017
Q4 		$307K Buy
+6,492
New +$309K 0.13% 133

Other funds holding BCE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Morgan Stanley
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Integrated Wealth Concepts's BCE Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its BCE (BCE) stake by 1.5% in Q2 2026, selling an estimated $3.62K and leaving 9,778 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #2203.

Integrated Wealth Concepts first reported a position in BCE in Q4 2017 and has held it in 18 quarters since. The position peaked at $1.79M in Q2 2023. 393 funds tracked by Wall St. Rank hold BCE as of Q2 2026.

  • Integrated Wealth Concepts held 9,778 shares of BCE worth $210K as of Q2 2026.
  • Integrated Wealth Concepts sold 151 BCE shares in Q2 2026, an estimated $3.62K.
  • BCE made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2203 holding.
  • Integrated Wealth Concepts first reported a position in BCE in Q4 2017 and has held it in 18 quarters since.
  • Integrated Wealth Concepts's BCE position peaked at $1.79M in Q2 2023.
  • 393 funds tracked by Wall St. Rank held BCE as of Q2 2026.

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