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Plante Moran Financial Advisors’s BCE BCE Stock Holding History

Plante Moran Financial Advisors’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
-27
Closed -$620 – 779
2025
Q1 		$620 Hold
27
– – ﹤0.01% 740
2024
Q4 		$626 Hold
27
– – ﹤0.01% 840
2024
Q3 		$940 Hold
27
– – ﹤0.01% 784
2024
Q2 		$874 Hold
27
– – ﹤0.01% 730
2024
Q1 		$917 Hold
27
– – ﹤0.01% 791
2023
Q4 		$1.06K Hold
27
– – ﹤0.01% 757
2023
Q3 		$1.03K Hold
27
– – ﹤0.01% 689
2023
Q2 		$1.23K Hold
27
– – ﹤0.01% 720
2023
Q1 		$1.21K Hold
27
– – ﹤0.01% 728
2022
Q4 		$1.19K Hold
27
– – ﹤0.01% 758
2022
Q3 		$1K Sell
27
-134
-83% -$6.51K ﹤0.01% 807
2022
Q2 		$8K Buy
161
+134
+496% +$7.19K ﹤0.01% 640
2022
Q1 		$1K Sell
27
-244
-90% -$12.9K ﹤0.01% 768
2021
Q4 		$14K Buy
271
+244
+904% +$12.5K ﹤0.01% 620
2021
Q3 		$1K Hold
27
– – ﹤0.01% 889
2021
Q2 		$1K Hold
27
– – ﹤0.01% 900
2021
Q1 		$1K Sell
27
-28
-51% -$1.24K ﹤0.01% 949
2020
Q4 		$2K Buy
+55
New +$2.35K ﹤0.01% 765
2018
Q2 		– Sell
-1,031
Closed -$44K – 821
2018
Q1 		$44K Hold
1,031
– – 0.02% 365
2017
Q4 		$49K Buy
1,031
+181
+21% +$8.62K 0.03% 351
2017
Q3 		$40K Hold
850
– – 0.02% 353
2017
Q2 		$38K Buy
850
+303
+55% +$13.7K 0.02% 366
2017
Q1 		$24K Buy
+547
New +$24.1K 0.01% 446
2015
Q1 		– Sell
-1,107
Closed -$51K – 720
2014
Q4 		$51K Buy
1,107
+28
+3% +$1.26K 0.04% 275
2014
Q3 		$46K Hold
1,079
– – 0.04% 266
2014
Q2 		$49K Buy
+1,079
New +$48.6K 0.04% 234
2014
Q1 		– Sell
-3,020
Closed -$131K – 624
2013
Q4 		$131K Buy
3,020
+2,365
+361% +$103K 0.07% 120
2013
Q3 		$28K Buy
+655
New +$27.3K 0.02% 245

Other funds holding BCE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Plante Moran Financial Advisors's BCE Position: Q2 2025 in Review

Plante Moran Financial Advisors sold out of BCE (BCE) in Q2 2025, closing a stake of 27 shares — an estimated $620 sold.

Plante Moran Financial Advisors first reported a position in BCE in Q3 2013 and held it in 28 quarters. The position peaked at $131K in Q4 2013. 391 funds tracked by Wall St. Rank hold BCE as of Q2 2025.

  • Plante Moran Financial Advisors reported no remaining BCE position as of Q2 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 27 BCE shares in Q2 2025, an estimated $620.
  • Plante Moran Financial Advisors first reported a position in BCE in Q3 2013 and held it in 28 quarters.
  • Plante Moran Financial Advisors's BCE position peaked at $131K in Q4 2013.
  • 391 funds tracked by Wall St. Rank held BCE as of Q2 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.