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 Q2	$2.97K	Sell	138 -119	-46%	-$2.86K	﹤0.01%	1543
2026 Q1	$6.49K	Buy	257 +160	+165%	+$4.05K	﹤0.01%	1113
2025 Q4	$2.31K	Buy	97 +13	+15%	+$303	﹤0.01%	1399
2025 Q3	$1.97K	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

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

True Wealth Design's BCE Position: Q2 2026 in Review

True Wealth Design reduced its BCE (BCE) stake by 46% in Q2 2026, selling an estimated $2.86K and leaving 138 shares worth $2.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1543.

True Wealth Design first reported a position in BCE in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.49K in Q1 2026. 390 funds tracked by Wall St. Rank hold BCE as of Q2 2026.

True Wealth Design held 138 shares of BCE worth $2.97K as of Q2 2026.
True Wealth Design sold 119 BCE shares in Q2 2026, an estimated $2.86K.
BCE made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1543 holding.
True Wealth Design first reported a position in BCE in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's BCE position peaked at $6.49K in Q1 2026.
390 funds tracked by Wall St. Rank held BCE as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.