Pinnacle Wealth Planning Services’s BCE BCE Stock Holding History

Pinnacle Wealth Planning Services’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	$35.3K	Sell	1,641 -2,357	-59%	-$56.6K	﹤0.01%	1510
2026 Q1	$101K	Sell	3,998 -78	-2%	-$1.98K	0.01%	793
2025 Q4	$97.1K	Buy	+4,076	New	+$94.9K	0.01%	800
2021 Q1	–	Sell	-18	Closed	-$1K	–	514
2020 Q4	$1K	Buy	+18	New	+$770	﹤0.01%	2060

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

Pinnacle Wealth Planning Services's BCE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its BCE (BCE) stake by 59% in Q2 2026, selling an estimated $56.6K and leaving 1,641 shares worth $35.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1510.

Pinnacle Wealth Planning Services first reported a position in BCE in Q4 2020 and has held it in 4 quarters since. The position peaked at $101K in Q1 2026. 392 funds tracked by Wall St. Rank hold BCE as of Q2 2026.

Pinnacle Wealth Planning Services held 1,641 shares of BCE worth $35.3K as of Q2 2026.
Pinnacle Wealth Planning Services sold 2,357 BCE shares in Q2 2026, an estimated $56.6K.
BCE made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1510 holding.
Pinnacle Wealth Planning Services first reported a position in BCE in Q4 2020 and has held it in 4 quarters since.
Pinnacle Wealth Planning Services's BCE position peaked at $101K in Q1 2026.
392 funds tracked by Wall St. Rank held BCE as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.