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Mitchell & Pahl Private Wealth’s BCE BCE Stock Holding History

Mitchell & Pahl Private Wealth’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 		$713K Buy
33,167
+1,469
+5% +$35.3K 0.26% 115
2026
Q1 		$800K Buy
31,698
+1,348
+4% +$34.2K 0.32% 101
2025
Q4 		$723K Buy
30,350
+946
+3% +$22K 0.3% 113
2025
Q3 		$688K Buy
29,404
+120
+0.4% +$2.89K 0.29% 114
2025
Q2 		$649K Buy
29,284
+2,363
+9% +$51.7K 0.29% 116
2025
Q1 		$618K Buy
26,921
+2,389
+10% +$56.2K 0.29% 114
2024
Q4 		$569K Buy
24,532
+789
+3% +$22.7K 0.27% 119
2024
Q3 		$826K Buy
23,743
+2,465
+12% +$84.2K 0.38% 97
2024
Q2 		$689K Buy
21,278
+638
+3% +$21.3K 0.36% 102
2024
Q1 		$701K Buy
20,640
+1,575
+8% +$59.9K 0.37% 104
2023
Q4 		$751K Sell
19,065
-731
-4% -$28.3K 0.43% 88
2023
Q3 		$756K Buy
19,796
+1,759
+10% +$73.9K 0.45% 81
2023
Q2 		$822K Buy
18,037
+396
+2% +$18.4K 0.5% 70
2023
Q1 		$790K Sell
17,641
-44
-0.2% -$1.99K 0.49% 72
2022
Q4 		$777K Buy
17,685
+40
+0.2% +$1.8K 0.51% 72
2022
Q3 		$740K Buy
17,645
+86
+0.5% +$4.18K 0.55% 70
2022
Q2 		$864K Buy
17,559
+167
+1% +$8.96K 0.6% 59
2022
Q1 		$965K Buy
17,392
+1,139
+7% +$60.4K 0.61% 59
2021
Q4 		$846K Buy
16,253
+416
+3% +$21.3K 0.54% 63
2021
Q3 		$793K Buy
15,837
+1,801
+13% +$91.1K 0.57% 63
2021
Q2 		$692K Buy
14,036
+423
+3% +$20.5K 0.49% 74
2021
Q1 		$614K Buy
13,613
+450
+3% +$19.9K 0.48% 72
2020
Q4 		$563K Buy
+13,163
New +$563K 0.47% 74

Other funds holding BCE

AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Mitchell & Pahl Private Wealth's BCE Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth increased its BCE (BCE) stake by 4.6% in Q2 2026, buying an estimated $35.3K and bringing the position to 33,167 shares worth $713K. The position accounts for 0.26% of the portfolio, ranked #115.

Mitchell & Pahl Private Wealth first reported a position in BCE in Q4 2020 and has held it in 23 quarters since. The position peaked at $965K in Q1 2022. 35 funds tracked by Wall St. Rank hold BCE as of Q2 2026.

  • Mitchell & Pahl Private Wealth held 33,167 shares of BCE worth $713K as of Q2 2026.
  • Mitchell & Pahl Private Wealth bought 1,469 BCE shares in Q2 2026, an estimated $35.3K.
  • BCE made up 0.26% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #115 holding.
  • Mitchell & Pahl Private Wealth first reported a position in BCE in Q4 2020 and has held it in 23 quarters since.
  • Mitchell & Pahl Private Wealth's BCE position peaked at $965K in Q1 2022.
  • 35 funds tracked by Wall St. Rank held BCE as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.