Kingswood Wealth Advisors’s BCE BCE Stock Holding History

Kingswood 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	$281K	Buy	13,050 +500	+4%	+$12K	0.01%	806
2026 Q1	$317K	Sell	12,550 -950	-7%	-$24.1K	0.02%	692
2025 Q4	$322K	Sell	13,500 -2,045	-13%	-$47.6K	0.02%	660
2025 Q3	$364K	Sell	15,545 -863	-5%	-$20.8K	0.02%	562
2025 Q2	$364K	Sell	16,408 -2,108	-11%	-$46.1K	0.03%	505
2025 Q1	$425K	Sell	18,516 -707	-4%	-$16.6K	0.04%	438
2024 Q4	$446K	Buy	19,223 +3,686	+24%	+$106K	0.03%	477
2024 Q3	$541K	Sell	15,537 -6,918	-31%	-$236K	0.04%	439
2024 Q2	$727K	Buy	22,455 +15,195	+209%	+$507K	0.07%	301
2024 Q1	$247K	Sell	7,260 -4,399	-38%	-$167K	0.03%	536
2023 Q4	$459K	Buy	11,659 +4,552	+64%	+$176K	0.05%	368
2023 Q3	$271K	Buy	7,107 +517	+8%	+$21.7K	0.05%	339
2023 Q2	$300K	Buy	+6,590	New	+$307K	0.1%	198

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

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

Kingswood Wealth Advisors increased its BCE (BCE) stake by 4% in Q2 2026, buying an estimated $12K and bringing the position to 13,050 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #806.

Kingswood Wealth Advisors first reported a position in BCE in Q2 2023 and has held it in 13 quarters since. The position peaked at $727K in Q2 2024. 390 funds tracked by Wall St. Rank hold BCE as of Q2 2026.

Kingswood Wealth Advisors held 13,050 shares of BCE worth $281K as of Q2 2026.
Kingswood Wealth Advisors bought 500 BCE shares in Q2 2026, an estimated $12K.
BCE made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #806 holding.
Kingswood Wealth Advisors first reported a position in BCE in Q2 2023 and has held it in 13 quarters since.
Kingswood Wealth Advisors's BCE position peaked at $727K in Q2 2024.
390 funds tracked by Wall St. Rank held BCE as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.