Root Financial Partners
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Root Financial Partners’s BCE BCE Stock Holding History

Root Financial Partners’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
Q3 		$4.35K Buy
+214
New +$4.78K ﹤0.01% 2277
2026
Q2 		– Sell
-161
Closed -$4.06K – 706
2026
Q1 		$4.06K Sell
161
-225
-58% -$5.7K ﹤0.01% 2024
2025
Q4 		$9.2K Buy
386
+207
+116% +$4.82K ﹤0.01% 1531
2025
Q3 		$4.19K Buy
+179
New +$4.31K ﹤0.01% 1788

Other funds holding BCE

Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Letko, Brosseau & Associates
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.9B AUM 29.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return
Scotia Capital
Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Root Financial Partners's BCE Position: Q3 2026 in Review

Root Financial Partners opened a new position in BCE (BCE) in Q3 2026: 214 shares worth $4.35K. The stake represents ﹤0.01% of the portfolio and ranks #2277 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BCE as recently as Q1 2026.

Root Financial Partners first reported a position in BCE in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.2K in Q4 2025. 204 funds tracked by Wall St. Rank hold BCE as of Q3 2026.

  • Root Financial Partners held 214 shares of BCE worth $4.35K as of Q3 2026.
  • BCE was a new Root Financial Partners position in Q3 2026.
  • BCE made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2277 holding.
  • Root Financial Partners first reported a position in BCE in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's BCE position peaked at $9.2K in Q4 2025.
  • 204 funds tracked by Wall St. Rank held BCE as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.