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United Capital Financial Advisors’s BCE BCE Stock Holding History

United Capital Financial 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 		$344K Sell
15,970
-2,061
-11% -$49.5K ﹤0.01% 1308
2026
Q1 		$455K Buy
18,031
+1,881
+12% +$47.7K ﹤0.01% 1111
2025
Q4 		$385K Buy
16,150
+3,378
+26% +$78.7K ﹤0.01% 1072
2025
Q3 		$299K Buy
12,772
+2,137
+20% +$51.5K ﹤0.01% 1019
2025
Q2 		$236K Sell
10,635
-712
-6% -$15.6K ﹤0.01% 996
2025
Q1 		$261K Buy
+11,347
New +$267K ﹤0.01% 932
2024
Q4 		– Sell
-10,453
Closed -$364K – 1063
2024
Q3 		$364K Sell
10,453
-224
-2% -$7.65K ﹤0.01% 815
2024
Q2 		$346K Sell
10,677
-277
-3% -$9.23K ﹤0.01% 799
2024
Q1 		$372K Sell
10,954
-428
-4% -$16.3K ﹤0.01% 812
2023
Q4 		$448K Buy
+11,382
New +$441K ﹤0.01% 750
2022
Q4 		– Sell
-8,053
Closed -$338K – 1045
2022
Q3 		$338K Buy
+8,053
New +$391K ﹤0.01% 870
2021
Q2 		– Sell
-4,776
Closed -$216K – 1221
2021
Q1 		$216K Sell
4,776
-2,327
-33% -$103K ﹤0.01% 1095
2020
Q4 		$304K Sell
7,103
-56,392
-89% -$2.41M ﹤0.01% 996
2020
Q3 		$2.63M Sell
63,495
-23,203
-27% -$981K 0.02% 443
2020
Q2 		$3.62M Sell
86,698
-2,166
-2% -$89.2K 0.03% 415
2020
Q1 		$3.63M Sell
88,864
-4,047
-4% -$181K 0.03% 391
2019
Q4 		$4.31M Buy
92,911
+4,036
+5% +$193K 0.03% 447
2019
Q3 		$4.3M Sell
88,875
-29,199
-25% -$1.37M 0.03% 443
2019
Q2 		$5.37M Buy
118,074
+17,690
+18% +$798K 0.04% 413
2019
Q1 		$4.46M Buy
100,384
+3,039
+3% +$131K 0.03% 439
2018
Q4 		$3.85M Sell
97,345
-13,020
-12% -$533K 0.03% 426
2018
Q3 		$4.47M Buy
110,365
+5,785
+6% +$238K 0.03% 452
2018
Q2 		$4.22M Buy
104,580
+5,626
+6% +$236K 0.03% 446
2018
Q1 		$4.26M Buy
98,954
+9,599
+11% +$431K 0.03% 435
2017
Q4 		$4.29M Buy
89,355
+6,068
+7% +$289K 0.03% 436
2017
Q3 		$3.9M Buy
83,287
+6,471
+8% +$303K 0.03% 432
2017
Q2 		$4.49M Sell
76,816
-60,440
-44% -$2.72M 0.04% 401
2017
Q1 		$6.08M Buy
137,256
+7,361
+6% +$324K 0.06% 340
2016
Q4 		$5.62M Buy
129,895
+4,461
+4% +$197K 0.05% 350
2016
Q3 		$5.79M Buy
125,434
+1,311
+1% +$62.1K 0.06% 357
2016
Q2 		$5.83M Buy
124,123
+5,703
+5% +$264K 0.06% 338
2016
Q1 		$5.39M Buy
118,420
+109,968
+1,301% +$4.59M 0.06% 319
2015
Q4 		$326K Sell
8,452
-1,738
-17% -$73.3K ﹤0.01% 992
2015
Q3 		$417K Sell
10,190
-2,303
-18% -$94.5K 0.01% 953
2015
Q2 		$531K Buy
+12,493
New +$549K 0.01% 895

Other funds holding BCE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Morgan Stanley
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

United Capital Financial Advisors's BCE Position: Q2 2026 in Review

United Capital Financial Advisors reduced its BCE (BCE) stake by 11% in Q2 2026, selling an estimated $49.5K and leaving 15,970 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #1308.

United Capital Financial Advisors first reported a position in BCE in Q2 2015 and has held it in 35 quarters since. The position peaked at $6.08M in Q1 2017. 390 funds tracked by Wall St. Rank hold BCE as of Q2 2026.

  • United Capital Financial Advisors held 15,970 shares of BCE worth $344K as of Q2 2026.
  • United Capital Financial Advisors sold 2,061 BCE shares in Q2 2026, an estimated $49.5K.
  • BCE made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1308 holding.
  • United Capital Financial Advisors first reported a position in BCE in Q2 2015 and has held it in 35 quarters since.
  • United Capital Financial Advisors's BCE position peaked at $6.08M in Q1 2017.
  • 390 funds tracked by Wall St. Rank held BCE as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.