Whittier Trust’s BCE BCE Stock Holding History

Whittier Trust’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 Q3	–	Sell	-968	Closed	-$21.4K	–	1412
2025 Q2	$21.4K	Hold	968	–	–	﹤0.01%	1090
2025 Q1	$22.2K	Hold	968	–	–	﹤0.01%	1084
2024 Q4	$22.4K	Buy	968 +168	+21%	+$4.83K	﹤0.01%	1081
2024 Q3	$27.8K	Hold	800	–	–	﹤0.01%	1030
2024 Q2	$25.9K	Sell	800 -1,500	-65%	-$50K	﹤0.01%	1038
2024 Q1	$78.1K	Sell	2,300 -91	-4%	-$3.46K	﹤0.01%	842
2023 Q4	$94.2K	Sell	2,391 -337	-12%	-$13K	﹤0.01%	781
2023 Q3	$104K	Buy	2,728 +37	+1%	+$1.55K	﹤0.01%	767
2023 Q2	$123K	Sell	2,691 -312	-10%	-$14.5K	﹤0.01%	730
2023 Q1	$135K	Hold	3,003	–	–	﹤0.01%	740
2022 Q4	$132K	Hold	3,003	–	–	﹤0.01%	745
2022 Q3	$126K	Hold	3,003	–	–	﹤0.01%	745
2022 Q2	$147K	Sell	3,003 -40	-1%	-$2.15K	﹤0.01%	710
2022 Q1	$169K	Sell	3,043 -1,015	-25%	-$53.8K	﹤0.01%	705
2021 Q4	$211K	Buy	4,058 +2,003	+97%	+$102K	﹤0.01%	663
2021 Q3	$103K	Hold	2,055	–	–	﹤0.01%	774
2021 Q2	$101K	Hold	2,055	–	–	﹤0.01%	798
2021 Q1	$93K	Hold	2,055	–	–	﹤0.01%	793
2020 Q4	$88K	Buy	2,055 +890	+76%	+$38.1K	﹤0.01%	741
2020 Q3	$49K	Hold	1,165	–	–	﹤0.01%	831
2020 Q2	$49K	Hold	1,165	–	–	﹤0.01%	804
2020 Q1	$48K	Hold	1,165	–	–	﹤0.01%	817
2019 Q4	$54K	Sell	1,165 -1,015	-47%	-$48.6K	﹤0.01%	830
2019 Q3	$105K	Buy	2,180 +1,015	+87%	+$47.5K	﹤0.01%	682
2019 Q2	$53K	Hold	1,165	–	–	﹤0.01%	786
2019 Q1	$52K	Sell	1,165 -1,582	-58%	-$68.2K	﹤0.01%	784
2018 Q4	$109K	Buy	2,747 +1,124	+69%	+$46K	﹤0.01%	620
2018 Q3	$66K	Hold	1,623	–	–	﹤0.01%	714
2018 Q2	$66K	Hold	1,623	–	–	﹤0.01%	704
2018 Q1	$70K	Hold	1,623	–	–	﹤0.01%	704
2017 Q4	$78K	Hold	1,623	–	–	﹤0.01%	667
2017 Q3	$76K	Hold	1,623	–	–	﹤0.01%	657
2017 Q2	$73K	Hold	1,623	–	–	﹤0.01%	634
2017 Q1	$72K	Hold	1,623	–	–	﹤0.01%	640
2016 Q4	$70K	Sell	1,623 -1,500	-48%	-$66.2K	﹤0.01%	651
2016 Q3	$144K	Hold	3,123	–	–	0.01%	506
2016 Q2	$147K	Hold	3,123	–	–	0.01%	504
2016 Q1	$143K	Buy	3,123 +2,300	+279%	+$96K	0.01%	508
2015 Q4	$32K	Buy	823 +458	+125%	+$19.3K	﹤0.01%	791
2015 Q3	$15K	Hold	365	–	–	﹤0.01%	893
2015 Q2	$16K	Hold	365	–	–	﹤0.01%	939
2015 Q1	$15K	Hold	365	–	–	﹤0.01%	937
2014 Q4	$17K	Hold	365	–	–	﹤0.01%	802
2014 Q3	$16K	Hold	365	–	–	﹤0.01%	799
2014 Q2	$17K	Hold	365	–	–	﹤0.01%	795
2014 Q1	$16K	Hold	365	–	–	﹤0.01%	820
2013 Q4	$16K	Hold	365	–	–	﹤0.01%	829
2013 Q3	$16K	Hold	365	–	–	﹤0.01%	827
2013 Q2	$15K	Buy	+365	New	+$16.5K	﹤0.01%	820

Other funds holding BCE

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

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

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

FDCDDQ

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

Whittier Trust's BCE Position: Q3 2025 in Review

Whittier Trust sold out of BCE (BCE) in Q3 2025, closing a stake of 968 shares — an estimated $21.4K sold.

Whittier Trust first reported a position in BCE in Q2 2013 and held it in 49 quarters. The position peaked at $211K in Q4 2021. 400 funds tracked by Wall St. Rank hold BCE as of Q3 2025.

Whittier Trust reported no remaining BCE position as of Q3 2025 after selling out during the quarter.
Whittier Trust sold 968 BCE shares in Q3 2025, an estimated $21.4K.
Whittier Trust first reported a position in BCE in Q2 2013 and held it in 49 quarters.
Whittier Trust's BCE position peaked at $211K in Q4 2021.
400 funds tracked by Wall St. Rank held BCE as of Q3 2025.

Based on Whittier Trust's 13F filing for Q3 2025, filed 31 Oct 2025.