Wealthspire Advisors (New York)’s BCE BCE Stock Holding History

Wealthspire Advisors (New York)’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
2025 Q4	–	Sell	-500	Closed	-$11.7K	–	1218
2025 Q3	$11.7K	Buy	+500	New	+$12K	﹤0.01%	1941
2021 Q4	–	Sell	-11,806	Closed	-$591K	–	542
2021 Q3	$591K	Buy	+11,806	New	+$597K	0.01%	323
2021 Q2	–	Sell	-24,407	Closed	-$1.1M	–	397
2021 Q1	$1.1M	Buy	24,407 +6,707	+38%	+$296K	0.03%	247
2020 Q4	$758K	Buy	+17,700	New	+$757K	0.02%	243
2020 Q2	–	Sell	-6,780	Closed	-$277K	–	301
2020 Q1	$277K	Sell	6,780 -1,460	-18%	-$65.5K	0.01%	402
2019 Q4	$382K	Buy	8,240 +1,061	+15%	+$50.8K	0.03%	121
2019 Q3	$348K	Buy	7,179 +649	+10%	+$30.4K	0.03%	104
2019 Q2	$297K	Buy	+6,530	New	+$295K	0.03%	72
2019 Q1	–	Sell	-752	Closed	-$30K	–	128
2018 Q4	$30K	Buy	+752	New	+$30.8K	﹤0.01%	257

Other funds holding BCE

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Wealthspire Advisors (New York)'s BCE Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of BCE (BCE) in Q4 2025, closing a stake of 500 shares — an estimated $11.7K sold.

Wealthspire Advisors (New York) first reported a position in BCE in Q4 2018 and held it in 9 quarters. The position peaked at $1.1M in Q1 2021. 410 funds tracked by Wall St. Rank hold BCE as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining BCE position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 500 BCE shares in Q4 2025, an estimated $11.7K.
Wealthspire Advisors (New York) first reported a position in BCE in Q4 2018 and held it in 9 quarters.
Wealthspire Advisors (New York)'s BCE position peaked at $1.1M in Q1 2021.
410 funds tracked by Wall St. Rank held BCE as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.