True Wealth Design’s BCE BCE Stock Holding History

True Wealth Design’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 Q3	$12.6K	Buy	617 +479	+347%	+$10.7K	﹤0.01%	987
2026 Q2	$2.97K	Sell	138 -119	-46%	-$2.86K	﹤0.01%	1543
2026 Q1	$6.49K	Buy	257 +160	+165%	+$4.06K	﹤0.01%	1113
2025 Q4	$2.31K	Buy	97 +13	+15%	+$303	﹤0.01%	1399
2025 Q3	$1.96K	Buy	84 +78	+1,300%	+$1.88K	﹤0.01%	1466
2025 Q2	$134	Buy	6 +1	+20%	+$22	﹤0.01%	2166
2025 Q1	$115	Sell	5 -1	-17%	-$24	﹤0.01%	2150
2024 Q4	$140	Buy	6 +2	+50%	+$57	﹤0.01%	1257
2024 Q3	$140	Hold	4	–	–	﹤0.01%	1217
2024 Q2	$130	Sell	4 -1	-20%	-$33	﹤0.01%	764
2024 Q1	$170	Buy	5 +2	+67%	+$76	﹤0.01%	750
2023 Q4	$119	Buy	3 +1	+50%	+$39	﹤0.01%	731
2023 Q3	$77	Hold	2	–	–	﹤0.01%	729
2023 Q2	$92	Hold	2	–	–	﹤0.01%	724
2023 Q1	$90	Hold	2	–	–	﹤0.01%	797
2022 Q4	$88	Buy	+2	New	+$90	﹤0.01%	743

Other funds holding BCE

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

Lorne Steinberg Wealth Management Montreal, Quebec, Canada $474M AUM 18.98% 1-Year Est. Return

Gold Investment Management Edmonton, Alberta, Canada $358M AUM 35.31% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Old Port Advisors Portland, Maine $500M AUM 40.17% 1-Year Est. Return

True Wealth Design's BCE Position: Q3 2026 in Review

True Wealth Design increased its BCE (BCE) stake by 347% in Q3 2026, buying an estimated $10.7K and bringing the position to 617 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #987.

True Wealth Design first reported a position in BCE in Q4 2022 and has held it in 16 quarters since. 59 funds tracked by Wall St. Rank hold BCE as of Q3 2026.

True Wealth Design held 617 shares of BCE worth $12.6K as of Q3 2026.
True Wealth Design bought 479 BCE shares in Q3 2026, an estimated $10.7K.
BCE made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #987 holding.
True Wealth Design first reported a position in BCE in Q4 2022 and has held it in 16 quarters since.
59 funds tracked by Wall St. Rank held BCE as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.