Waverly Advisors’s BCE BCE Stock Holding History

Waverly 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	$647K	Sell	30,081 -13,512	-31%	-$324K	﹤0.01%	1058
2026 Q1	$1.1M	Sell	43,593 -639	-1%	-$16.2K	0.01%	800
2025 Q4	$1.05M	Buy	+44,232	New	+$1.03M	0.01%	746
2018 Q1	–	Sell	-275	Closed	-$13K	–	197
2017 Q4	$13K	Buy	+275	New	+$13.1K	﹤0.01%	310
2014 Q4	–	Sell	-585	Closed	-$25K	–	442
2014 Q3	$25K	Buy	585 +280	+92%	+$12.5K	0.01%	302
2014 Q2	$14K	Buy	+305	New	+$13.7K	0.01%	384

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

Waverly Advisors's BCE Position: Q2 2026 in Review

Waverly Advisors reduced its BCE (BCE) stake by 31% in Q2 2026, selling an estimated $324K and leaving 30,081 shares worth $647K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

Waverly Advisors first reported a position in BCE in Q2 2014 and has held it in 6 quarters since. The position peaked at $1.1M in Q1 2026. 390 funds tracked by Wall St. Rank hold BCE as of Q2 2026.

Waverly Advisors held 30,081 shares of BCE worth $647K as of Q2 2026.
Waverly Advisors sold 13,512 BCE shares in Q2 2026, an estimated $324K.
BCE made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1058 holding.
Waverly Advisors first reported a position in BCE in Q2 2014 and has held it in 6 quarters since.
Waverly Advisors's BCE position peaked at $1.1M in Q1 2026.
390 funds tracked by Wall St. Rank held BCE as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.