JFS Wealth Advisors’s BCE BCE Stock Holding History

JFS 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	$912	Buy	42 +25	+147%	+$600	﹤0.01%	1833
2026 Q1	$430	Hold	17	–	–	﹤0.01%	1782
2025 Q4	$405	Buy	+17	New	+$396	﹤0.01%	1825
2024 Q4	–	Sell	-15	Closed	-$522	–	1949
2024 Q3	$522	Sell	15 -7	-32%	-$239	﹤0.01%	1789
2024 Q2	$713	Hold	22	–	–	﹤0.01%	1744
2024 Q1	$748	Sell	22 -11	-33%	-$419	﹤0.01%	1721
2023 Q4	$1.3K	Sell	33 -591	-95%	-$22.9K	﹤0.01%	1569
2023 Q3	$23.8K	Buy	624 +189	+43%	+$7.94K	﹤0.01%	500
2023 Q2	$19.8K	Buy	435 +8	+2%	+$372	﹤0.01%	548
2023 Q1	$19.1K	Buy	427 +2	+0.5%	+$90	﹤0.01%	548
2022 Q4	$18.7K	Buy	425 +10	+2%	+$450	﹤0.01%	547
2022 Q3	$17K	Buy	415 +168	+68%	+$8.16K	﹤0.01%	600
2022 Q2	$12K	Buy	247 +220	+815%	+$11.8K	﹤0.01%	708
2022 Q1	$1K	Buy	+27	New	+$1.43K	﹤0.01%	1577
2018 Q4	–	Sell	-240	Closed	-$10K	–	462
2018 Q3	$10K	Buy	+240	New	+$9.88K	﹤0.01%	403

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

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

JFS Wealth Advisors increased its BCE (BCE) stake by 147% in Q2 2026, buying an estimated $600 and bringing the position to 42 shares worth $912. The position accounts for ﹤0.01% of the portfolio, ranked #1833.

JFS Wealth Advisors first reported a position in BCE in Q3 2018 and has held it in 15 quarters since. The position peaked at $23.8K in Q3 2023. 390 funds tracked by Wall St. Rank hold BCE as of Q2 2026.

JFS Wealth Advisors held 42 shares of BCE worth $912 as of Q2 2026.
JFS Wealth Advisors bought 25 BCE shares in Q2 2026, an estimated $600.
BCE made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1833 holding.
JFS Wealth Advisors first reported a position in BCE in Q3 2018 and has held it in 15 quarters since.
JFS Wealth Advisors's BCE position peaked at $23.8K in Q3 2023.
390 funds tracked by Wall St. Rank held BCE as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.