Merit Financial Group’s BCE BCE Stock Holding History

Merit Financial Group’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	$486K	Sell	22,587 -2,999	-12%	-$72K	﹤0.01%	1510
2026 Q1	$646K	Buy	25,586 +2,050	+9%	+$52K	﹤0.01%	1221
2025 Q4	$561K	Buy	23,536 +2,336	+11%	+$54.4K	﹤0.01%	1248
2025 Q3	$496K	Buy	21,200 +1,141	+6%	+$27.5K	﹤0.01%	1197
2025 Q2	$445K	Buy	20,059 +9,253	+86%	+$202K	0.01%	1153
2025 Q1	$248K	Buy	+10,806	New	+$254K	﹤0.01%	1202
2024 Q1	–	Sell	-7,445	Closed	-$293K	–	867
2023 Q4	$293K	Sell	7,445 -1,172	-14%	-$45.4K	0.01%	628
2023 Q3	$329K	Sell	8,617 -179	-2%	-$7.52K	0.01%	561
2023 Q2	$401K	Buy	8,796 +3,689	+72%	+$172K	0.01%	514
2023 Q1	$229K	Sell	5,107 -296	-5%	-$13.4K	0.01%	571
2022 Q4	$237K	Buy	+5,403	New	+$243K	0.01%	597

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

Merit Financial Group's BCE Position: Q2 2026 in Review

Merit Financial Group reduced its BCE (BCE) stake by 12% in Q2 2026, selling an estimated $72K and leaving 22,587 shares worth $486K. The position accounts for ﹤0.01% of the portfolio, ranked #1510.

Merit Financial Group first reported a position in BCE in Q4 2022 and has held it in 11 quarters since. The position peaked at $646K in Q1 2026. 392 funds tracked by Wall St. Rank hold BCE as of Q2 2026.

Merit Financial Group held 22,587 shares of BCE worth $486K as of Q2 2026.
Merit Financial Group sold 2,999 BCE shares in Q2 2026, an estimated $72K.
BCE made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1510 holding.
Merit Financial Group first reported a position in BCE in Q4 2022 and has held it in 11 quarters since.
Merit Financial Group's BCE position peaked at $646K in Q1 2026.
392 funds tracked by Wall St. Rank held BCE as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.