XML Financial’s BCE BCE Stock Holding History

XML Financial’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	-10,075	Closed	-$236K	–	444
2025 Q3	$236K	Sell	10,075 -1,850	-16%	-$44.6K	0.02%	352
2025 Q2	$264K	Sell	11,925 -400	-3%	-$8.75K	0.02%	320
2025 Q1	$283K	Hold	12,325	–	–	0.03%	293
2024 Q4	$286K	Sell	12,325 -3,750	-23%	-$108K	0.03%	297
2024 Q3	$559K	Sell	16,075 -3,193	-17%	-$109K	0.05%	219
2024 Q2	$624K	Sell	19,268 -11,385	-37%	-$380K	0.06%	199
2024 Q1	$1.04M	Sell	30,653 -16,239	-35%	-$618K	0.11%	161
2023 Q4	$1.85M	Buy	46,892 +1,925	+4%	+$74.5K	0.19%	119
2023 Q3	$1.72M	Buy	44,967 +3,175	+8%	+$133K	0.21%	112
2023 Q2	$1.91M	Buy	41,792 +1,350	+3%	+$62.9K	0.22%	107
2023 Q1	$1.81M	Buy	40,442 +675	+2%	+$30.5K	0.22%	110
2022 Q4	$1.75M	Buy	39,767 +10,825	+37%	+$487K	0.22%	109
2022 Q3	$1.21M	Buy	+28,942	New	+$1.41M	0.17%	128
2022 Q2	–	Sell	-29,392	Closed	-$1.63M	–	239
2022 Q1	$1.63M	Buy	29,392 +142	+0.5%	+$7.53K	0.19%	113
2021 Q4	$1.52M	Hold	29,250	–	–	0.18%	123
2021 Q3	$1.46M	Buy	+29,250	New	+$1.48M	0.2%	116

Other funds holding BCE

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

XML Financial's BCE Position: Q4 2025 in Review

XML Financial sold out of BCE (BCE) in Q4 2025, closing a stake of 10,075 shares — an estimated $236K sold.

XML Financial first reported a position in BCE in Q3 2021 and held it in 16 quarters. The position peaked at $1.91M in Q2 2023. 411 funds tracked by Wall St. Rank hold BCE as of Q4 2025.

XML Financial reported no remaining BCE position as of Q4 2025 after selling out during the quarter.
XML Financial sold 10,075 BCE shares in Q4 2025, an estimated $236K.
XML Financial first reported a position in BCE in Q3 2021 and held it in 16 quarters.
XML Financial's BCE position peaked at $1.91M in Q2 2023.
411 funds tracked by Wall St. Rank held BCE as of Q4 2025.

Based on XML Financial's 13F filing for Q4 2025, filed 11 Feb 2026.