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Venturi Wealth Management’s BCE BCE Stock Holding History

Venturi Wealth Management’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 		$203K Buy
9,444
+1,482
+19% +$35.6K 0.01% 601
2026
Q1 		$201K Sell
7,962
-573
-7% -$14.5K 0.01% 576
2025
Q4 		$203K Buy
+8,535
New +$199K 0.01% 557
2025
Q1 		– Sell
-193
Closed -$4.47K – 697
2024
Q4 		$4.47K Buy
+193
New +$5.55K ﹤0.01% 1714

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
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Venturi Wealth Management's BCE Position: Q2 2026 in Review

Venturi Wealth Management increased its BCE (BCE) stake by 19% in Q2 2026, buying an estimated $35.6K and bringing the position to 9,444 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #601.

Venturi Wealth Management first reported a position in BCE in Q4 2024 and has held it in 4 quarters since. The position peaked at $203K in Q4 2025. 392 funds tracked by Wall St. Rank hold BCE as of Q2 2026.

  • Venturi Wealth Management held 9,444 shares of BCE worth $203K as of Q2 2026.
  • Venturi Wealth Management bought 1,482 BCE shares in Q2 2026, an estimated $35.6K.
  • BCE made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #601 holding.
  • Venturi Wealth Management first reported a position in BCE in Q4 2024 and has held it in 4 quarters since.
  • Venturi Wealth Management's BCE position peaked at $203K in Q4 2025.
  • 392 funds tracked by Wall St. Rank held BCE as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.