Montag & Associates’s BCE BCE Stock Holding History

Montag & Associates’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 Q1	–	Sell	-159	Closed	-$4.03K	–	937
2025 Q4	$3.84K	Hold	159	–	–	﹤0.01%	831
2025 Q3	$3.77K	Hold	159	–	–	﹤0.01%	848
2025 Q2	$3.58K	Hold	159	–	–	﹤0.01%	822
2025 Q1	$3.77K	Hold	159	–	–	﹤0.01%	859
2024 Q4	$3.8K	Hold	159	–	–	﹤0.01%	858
2024 Q3	$5.65K	Hold	159	–	–	﹤0.01%	862
2024 Q2	$5.26K	Hold	159	–	–	﹤0.01%	822
2024 Q1	$5.52K	Hold	159	–	–	﹤0.01%	810
2023 Q4	$6.38K	Hold	159	–	–	﹤0.01%	806
2023 Q3	$6.18K	Hold	159	–	–	﹤0.01%	788
2023 Q2	$7.37K	Hold	159	–	–	﹤0.01%	789
2023 Q1	$7.24K	Sell	159 -122	-43%	-$5.51K	﹤0.01%	783
2022 Q4	$12.5K	Hold	281	–	–	﹤0.01%	710
2022 Q3	$12K	Buy	281 +122	+77%	+$5.93K	﹤0.01%	710
2022 Q2	$8K	Hold	159	–	–	﹤0.01%	707
2022 Q1	$9K	Hold	159	–	–	﹤0.01%	727
2021 Q4	$8K	Hold	159	–	–	﹤0.01%	742
2021 Q3	$8K	Hold	159	–	–	﹤0.01%	740
2021 Q2	$8K	Hold	159	–	–	﹤0.01%	738
2021 Q1	$7K	Hold	159	–	–	﹤0.01%	748
2020 Q4	$7K	Buy	+159	New	+$6.8K	﹤0.01%	724

Other funds holding BCE

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

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

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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Montag & Associates's BCE Position: Q1 2026 in Review

Montag & Associates sold out of BCE (BCE) in Q1 2026, closing a stake of 159 shares — an estimated $4.03K sold.

Montag & Associates first reported a position in BCE in Q4 2020 and held it in 21 quarters. The position peaked at $12.5K in Q4 2022. 404 funds tracked by Wall St. Rank hold BCE as of Q1 2026.

Montag & Associates reported no remaining BCE position as of Q1 2026 after selling out during the quarter.
Montag & Associates sold 159 BCE shares in Q1 2026, an estimated $4.03K.
Montag & Associates first reported a position in BCE in Q4 2020 and held it in 21 quarters.
Montag & Associates's BCE position peaked at $12.5K in Q4 2022.
404 funds tracked by Wall St. Rank held BCE as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.