PFG Private Wealth Management’s BCE BCE Stock Holding History

PFG Private Wealth Management’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 Q2	–	Sell	-124	Closed	-$2.85K	–	77
2025 Q1	$2.85K	Buy	124 +51	+70%	+$1.2K	﹤0.01%	212
2024 Q4	$1.69K	Hold	73	–	–	﹤0.01%	201
2024 Q3	$2.54K	Hold	73	–	–	﹤0.01%	196
2024 Q2	$2.36K	Hold	73	–	–	﹤0.01%	197
2024 Q1	$2.48K	Hold	73	–	–	﹤0.01%	189
2023 Q4	$2.88K	Sell	73 -651	-90%	-$25.2K	﹤0.01%	180
2023 Q3	$27.6K	Sell	724 -1,333	-65%	-$56K	0.02%	153
2023 Q2	$93.8K	Buy	2,057 +201	+11%	+$9.36K	0.06%	112
2023 Q1	$83.1K	Buy	1,856 +207	+13%	+$9.35K	0.05%	127
2022 Q4	$72K	Sell	1,649 -347	-17%	-$15.6K	0.04%	116
2022 Q3	$84K	Hold	1,996	–	–	0.06%	94
2022 Q2	$98K	Buy	1,996 +50	+3%	+$2.68K	0.06%	102
2022 Q1	$108K	Buy	1,946 +1,875	+2,641%	+$99.4K	0.06%	109
2021 Q4	$4K	Hold	71	–	–	﹤0.01%	230
2021 Q3	$4K	Buy	+71	New	+$3.59K	﹤0.01%	213

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

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

PFG Private Wealth Management's BCE Position: Q2 2025 in Review

PFG Private Wealth Management sold out of BCE (BCE) in Q2 2025, closing a stake of 124 shares — an estimated $2.85K sold.

PFG Private Wealth Management first reported a position in BCE in Q3 2021 and held it in 15 quarters. The position peaked at $108K in Q1 2022. 391 funds tracked by Wall St. Rank hold BCE as of Q2 2025.

PFG Private Wealth Management reported no remaining BCE position as of Q2 2025 after selling out during the quarter.
PFG Private Wealth Management sold 124 BCE shares in Q2 2025, an estimated $2.85K.
PFG Private Wealth Management first reported a position in BCE in Q3 2021 and held it in 15 quarters.
PFG Private Wealth Management's BCE position peaked at $108K in Q1 2022.
391 funds tracked by Wall St. Rank held BCE as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.