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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
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

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Bank of Nova Scotia
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Root Financial Partners's BCE Position: Q1 2026 in Review

Root Financial Partners reduced its BCE (BCE) stake by 58% in Q1 2026, selling an estimated $5.7K and leaving 161 shares worth $4.06K. The position accounts for ﹤0.01% of the portfolio, ranked #2024.

Root Financial Partners first reported a position in BCE in Q3 2025 and has held it in 3 quarters since. The position peaked at $9.2K in Q4 2025. 404 funds tracked by Wall St. Rank hold BCE as of Q1 2026.

  • Root Financial Partners held 161 shares of BCE worth $4.06K as of Q1 2026.
  • Root Financial Partners sold 225 BCE shares in Q1 2026, an estimated $5.7K.
  • BCE made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2024 holding.
  • Root Financial Partners first reported a position in BCE in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's BCE position peaked at $9.2K in Q4 2025.
  • 404 funds tracked by Wall St. Rank held BCE as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.