Smallwood Wealth Investment Management’s BCE BCE Stock Holding History

Smallwood Wealth Investment Management’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	$10.1K	Hold	471	–	–	﹤0.01%	335
2026 Q1	$11.9K	Hold	471	–	–	0.01%	315
2025 Q4	$11.2K	Hold	471	–	–	0.01%	305
2025 Q3	$11K	Hold	471	–	–	0.01%	312
2025 Q2	$10.4K	Hold	471	–	–	0.01%	314
2025 Q1	$10.8K	Buy	+471	New	+$11.1K	0.01%	301

Other funds holding BCE

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

Smallwood Wealth Investment Management's BCE Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its BCE (BCE) position steady in Q2 2026 at 471 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

Smallwood Wealth Investment Management first reported a position in BCE in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.9K in Q1 2026. 394 funds tracked by Wall St. Rank hold BCE as of Q2 2026.

Smallwood Wealth Investment Management held 471 shares of BCE worth $10.1K as of Q2 2026.
Smallwood Wealth Investment Management left its BCE share count unchanged in Q2 2026.
BCE made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #335 holding.
Smallwood Wealth Investment Management first reported a position in BCE in Q1 2025 and has held it in 6 quarters since.
Smallwood Wealth Investment Management's BCE position peaked at $11.9K in Q1 2026.
394 funds tracked by Wall St. Rank held BCE as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.