SOA Wealth Advisors’s BCE BCE Stock Holding History

SOA Wealth Advisors’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	$1.03K	Hold	48	–	–	﹤0.01%	796
2026 Q1	$1.21K	Hold	48	–	–	﹤0.01%	735
2025 Q4	$1.14K	Hold	48	–	–	﹤0.01%	748
2025 Q3	$1.12K	Hold	48	–	–	﹤0.01%	761
2025 Q2	$1.06K	Hold	48	–	–	﹤0.01%	751
2025 Q1	$1.1K	Hold	48	–	–	﹤0.01%	736
2024 Q4	$1.11K	Hold	48	–	–	﹤0.01%	725
2024 Q3	$1.67K	Hold	48	–	–	﹤0.01%	685
2024 Q2	$1.55K	Sell	48 -268	-85%	-$8.93K	﹤0.01%	698
2024 Q1	$10.7K	Hold	316	–	–	﹤0.01%	530
2023 Q4	$12.4K	Hold	316	–	–	﹤0.01%	492
2023 Q3	$12.1K	Hold	316	–	–	﹤0.01%	497
2023 Q2	$14.4K	Hold	316	–	–	﹤0.01%	485
2023 Q1	$14.2K	Hold	316	–	–	﹤0.01%	484
2022 Q4	$13.9K	Hold	316	–	–	﹤0.01%	470
2022 Q3	$13K	Hold	316	–	–	﹤0.01%	460
2022 Q2	$15K	Hold	316	–	–	﹤0.01%	430
2022 Q1	$17K	Hold	316	–	–	﹤0.01%	492
2021 Q4	$16K	Hold	316	–	–	﹤0.01%	481
2021 Q3	$15K	Hold	316	–	–	﹤0.01%	498
2021 Q2	$15K	Sell	316 -49	-13%	-$2.37K	﹤0.01%	497
2021 Q1	$16K	Hold	365	–	–	﹤0.01%	434
2020 Q4	$15K	Buy	+365	New	+$15.6K	﹤0.01%	447

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

SOA Wealth Advisors's BCE Position: Q2 2026 in Review

SOA Wealth Advisors held its BCE (BCE) position steady in Q2 2026 at 48 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #796.

SOA Wealth Advisors first reported a position in BCE in Q4 2020 and has held it in 23 quarters since. The position peaked at $17K in Q1 2022. 389 funds tracked by Wall St. Rank hold BCE as of Q2 2026.

SOA Wealth Advisors held 48 shares of BCE worth $1.03K as of Q2 2026.
SOA Wealth Advisors left its BCE share count unchanged in Q2 2026.
BCE made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #796 holding.
SOA Wealth Advisors first reported a position in BCE in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's BCE position peaked at $17K in Q1 2022.
389 funds tracked by Wall St. Rank held BCE as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.