Tompkins Financial’s BCE BCE Stock Holding History

Tompkins 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	–	Sell	-204	Closed	-$5.15K	–	555
2026 Q1	$5.15K	Sell	204 -137	-40%	-$3.47K	﹤0.01%	492
2025 Q4	$8.12K	Hold	341	–	–	﹤0.01%	464
2025 Q3	$7.98K	Hold	341	–	–	﹤0.01%	456
2025 Q2	$7.56K	Sell	341 -844	-71%	-$18.5K	﹤0.01%	456
2025 Q1	$27.2K	Hold	1,185	–	–	﹤0.01%	378
2024 Q4	$27.5K	Sell	1,185 -95,981	-99%	-$2.76M	﹤0.01%	367
2024 Q3	$3.38M	Sell	97,166 -1,647	-2%	-$56.2K	0.32%	57
2024 Q2	$3.2M	Sell	98,813 -1,349	-1%	-$45K	0.34%	55
2024 Q1	$3.4M	Buy	100,162 +3,720	+4%	+$142K	0.38%	54
2023 Q4	$3.8M	Buy	96,442 +32,296	+50%	+$1.25M	0.46%	53
2023 Q3	$2.45M	Buy	64,146 +63,646	+12,729%	+$2.67M	0.39%	57
2023 Q2	$22.8K	Hold	500	–	–	﹤0.01%	403
2023 Q1	$22.4K	Hold	500	–	–	﹤0.01%	408
2022 Q4	$22K	Hold	500	–	–	﹤0.01%	405
2022 Q3	$21K	Hold	500	–	–	﹤0.01%	408
2022 Q2	$25K	Sell	500 -100	-17%	-$5.37K	﹤0.01%	395
2022 Q1	$33K	Hold	600	–	–	﹤0.01%	389
2021 Q4	$31K	Hold	600	–	–	0.01%	243
2021 Q3	$30K	Buy	+600	New	+$30.4K	0.01%	260
2021 Q1	$27K	Sell	600 -89	-13%	-$3.93K	﹤0.01%	305
2020 Q4	$29K	Buy	689 +89	+15%	+$3.81K	0.01%	292
2020 Q3	$25K	Hold	600	–	–	﹤0.01%	287
2020 Q2	$25K	Hold	600	–	–	0.01%	278
2020 Q1	$25K	Hold	600	–	–	0.01%	273
2019 Q4	$28K	Hold	600	–	–	0.01%	291
2019 Q3	$29K	Hold	600	–	–	0.01%	266
2019 Q2	$27K	Sell	600 -100	-14%	-$4.51K	0.01%	280
2019 Q1	$31K	Sell	700 -100	-13%	-$4.31K	0.01%	271
2018 Q4	$32K	Hold	800	–	–	0.01%	264
2018 Q3	$32K	Buy	800 +500	+167%	+$20.6K	0.01%	280
2018 Q2	$12K	Hold	300	–	–	﹤0.01%	356
2018 Q1	$13K	Hold	300	–	–	﹤0.01%	348
2017 Q4	$14K	Hold	300	–	–	﹤0.01%	309
2017 Q3	$14K	Hold	300	–	–	﹤0.01%	318
2017 Q2	$14K	Hold	300	–	–	﹤0.01%	299
2017 Q1	$13K	Sell	300 -100	-25%	-$4.41K	﹤0.01%	298
2016 Q4	$17K	Sell	400 -1,000	-71%	-$44.1K	﹤0.01%	293
2016 Q3	$65K	Hold	1,400	–	–	0.02%	192
2016 Q2	$66K	Hold	1,400	–	–	0.02%	218
2016 Q1	$64K	Sell	1,400 -400	-22%	-$16.7K	0.02%	217
2015 Q4	$69K	Sell	1,800 -200	-10%	-$8.43K	0.02%	236
2015 Q3	$82K	Hold	2,000	–	–	0.03%	204
2015 Q2	$85K	Buy	2,000 +300	+18%	+$13.2K	0.02%	209
2015 Q1	$72K	Buy	1,700 +200	+13%	+$8.91K	0.02%	251
2014 Q4	$69K	Hold	1,500	–	–	0.02%	232
2014 Q3	$64K	Hold	1,500	–	–	0.02%	233
2014 Q2	$68K	Hold	1,500	–	–	0.02%	234
2014 Q1	$65K	Hold	1,500	–	–	0.02%	234
2013 Q4	$65K	Hold	1,500	–	–	0.02%	233
2013 Q3	$64K	Hold	1,500	–	–	0.02%	213
2013 Q2	$62K	Buy	+1,500	New	+$67.9K	0.02%	209

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

Tompkins Financial's BCE Position: Q2 2026 in Review

Tompkins Financial sold out of BCE (BCE) in Q2 2026, closing a stake of 204 shares — an estimated $5.15K sold.

Tompkins Financial first reported a position in BCE in Q2 2013 and held it in 51 quarters. The position peaked at $3.8M in Q4 2023. 390 funds tracked by Wall St. Rank hold BCE as of Q2 2026.

Tompkins Financial reported no remaining BCE position as of Q2 2026 after selling out during the quarter.
Tompkins Financial sold 204 BCE shares in Q2 2026, an estimated $5.15K.
Tompkins Financial first reported a position in BCE in Q2 2013 and held it in 51 quarters.
Tompkins Financial's BCE position peaked at $3.8M in Q4 2023.
390 funds tracked by Wall St. Rank held BCE as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.