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Whipplewood Advisors’s BCE BCE Stock Holding History

Whipplewood 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 		– Sell
-11
Closed -$278 – 676
2026
Q1 		$278 Sell
11
-6
-35% -$152 ﹤0.01% 1019
2025
Q4 		$405 Buy
+17
New +$396 ﹤0.01% 471
2025
Q3 		– Sell
-31
Closed -$687 – 384
2025
Q2 		$687 Sell
31
-5
-14% -$109 ﹤0.01% 1081
2025
Q1 		$1.86K Sell
36
-797
-96% -$18.7K ﹤0.01% 903
2024
Q4 		$19.3K Buy
+833
New +$23.9K 0.01% 449

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

Whipplewood Advisors's BCE Position: Q2 2026 in Review

Whipplewood Advisors sold out of BCE (BCE) in Q2 2026, closing a stake of 11 shares — an estimated $278 sold.

Whipplewood Advisors first reported a position in BCE in Q4 2024 and held it in 5 quarters. The position peaked at $19.3K in Q4 2024. 389 funds tracked by Wall St. Rank hold BCE as of Q2 2026.

  • Whipplewood Advisors reported no remaining BCE position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 11 BCE shares in Q2 2026, an estimated $278.
  • Whipplewood Advisors first reported a position in BCE in Q4 2024 and held it in 5 quarters.
  • Whipplewood Advisors's BCE position peaked at $19.3K in Q4 2024.
  • 389 funds tracked by Wall St. Rank held BCE as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.