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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
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

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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Morgan Stanley
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Root Financial Partners's BCE Position: Q2 2026 in Review

Root Financial Partners sold out of BCE (BCE) in Q2 2026, closing a stake of 161 shares — an estimated $4.06K sold.

Root Financial Partners first reported a position in BCE in Q3 2025 and held it in 3 quarters. The position peaked at $9.2K in Q4 2025. 392 funds tracked by Wall St. Rank hold BCE as of Q2 2026.

  • Root Financial Partners reported no remaining BCE position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 161 BCE shares in Q2 2026, an estimated $4.06K.
  • Root Financial Partners first reported a position in BCE in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's BCE position peaked at $9.2K in Q4 2025.
  • 392 funds tracked by Wall St. Rank held BCE as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.