Johnson Financial Group Inc (Wisconsin)’s BCE BCE Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 Q1	–	Sell	-290	Closed	-$6.93K	–	863
2024 Q4	$6.93K	Buy	+290	New	+$8.33K	﹤0.01%	681
2023 Q4	–	Sell	-73	Closed	-$2.83K	–	910
2023 Q3	$2.79K	Sell	73 -122	-63%	-$5.12K	﹤0.01%	592
2023 Q2	$9.03K	Buy	+195	New	+$9.08K	﹤0.01%	548
2013 Q4	–	Sell	-538	Closed	-$23K	–	692
2013 Q3	$23K	Buy	+538	New	+$22.4K	0.01%	488

Other funds holding BCE

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s BCE Position: Q1 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of BCE (BCE) in Q1 2025, closing a stake of 290 shares — an estimated $6.93K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in BCE in Q3 2013 and held it in 4 quarters. The position peaked at $23K in Q3 2013. 401 funds tracked by Wall St. Rank hold BCE as of Q1 2025.

Johnson Financial Group Inc (Wisconsin) reported no remaining BCE position as of Q1 2025 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 290 BCE shares in Q1 2025, an estimated $6.93K.
Johnson Financial Group Inc (Wisconsin) first reported a position in BCE in Q3 2013 and held it in 4 quarters.
Johnson Financial Group Inc (Wisconsin)'s BCE position peaked at $23K in Q3 2013.
401 funds tracked by Wall St. Rank held BCE as of Q1 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2025, filed 15 May 2025.