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Roxbury Financial’s BCE BCE Stock Holding History

Roxbury Financial’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 		$2.15K Hold
100
– – ﹤0.01% 377
2026
Q1 		$2.52K Hold
100
– – ﹤0.01% 343
2025
Q4 		$2.38K Sell
100
-196
-66% -$4.56K ﹤0.01% 348
2025
Q3 		$6.92K Hold
296
– – 0.01% 307
2025
Q2 		$6.56K Hold
296
– – 0.01% 303
2025
Q1 		$6.84K Hold
296
– – 0.01% 291
2024
Q4 		$8K Buy
+296
New +$8.51K 0.01% 314

Other funds holding BCE

IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
TPM
Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
OPA
Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return

Roxbury Financial's BCE Position: Q2 2026 in Review

Roxbury Financial held its BCE (BCE) position steady in Q2 2026 at 100 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Roxbury Financial first reported a position in BCE in Q4 2024 and has held it in 7 quarters since. The position peaked at $8K in Q4 2024. 80 funds tracked by Wall St. Rank hold BCE as of Q2 2026.

  • Roxbury Financial held 100 shares of BCE worth $2.15K as of Q2 2026.
  • Roxbury Financial left its BCE share count unchanged in Q2 2026.
  • BCE made up ﹤0.01% of Roxbury Financial's portfolio in Q2 2026, its #377 holding.
  • Roxbury Financial first reported a position in BCE in Q4 2024 and has held it in 7 quarters since.
  • Roxbury Financial's BCE position peaked at $8K in Q4 2024.
  • 80 funds tracked by Wall St. Rank held BCE as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.