BCE Inc.
CA ˙ TSX ˙ CA05534B7604
34,08 CA$ ↑0,01 (0,03%)
2026-06-03
AKTIENPREIS
SecurityCA:BCE / BCE Inc.
InstitutionCaldwell Securities, Inc
Latest Disclosed Ownership8,729 shares
Latest Disclosed Value $ 207,925
Caldwell Securities, Inc reports 7.15% decrease in ownership of BCE / BCE Inc.

On January 30, 2026 - Caldwell Securities, Inc filed a 13F-HR form disclosing ownership of 8,729 shares of BCE Inc. (CA:BCE) valued at $285,787 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 29, 2025 disclosing 9,401 shares of BCE Inc.. This represents a change in shares of -7.15% during the quarter. The current value of the position is $297,484 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-01-30 2025-12-31 13F BCE COM NEW 05534B760 8,729 -672 -7.15 208 -5.48 0.0881
2025-10-29 2025-09-30 13F BCE COM NEW 05534B760 9,401 -36 -0.38 220 4.78 0.0939
2025-07-11 2025-06-30 13F BCE COM NEW 05534B760 9,437 -1,590 -14.42 209 -17.39 0.0958
2025-04-16 2025-03-31 13F BCE COM NEW 05534B760 11,027 165 1.52 253 0.80 0.1204
2025-01-21 2024-12-31 13F BCE COM NEW 05534B760 10,862 -994 -8.38 252 -39.08 0.1172
2024-10-25 2024-09-30 13F BCE COM NEW 05534B760 11,856 445 3.90 413 11.65 0.1923
2024-07-23 2024-06-30 13F BCE COM NEW 05534B760 11,411 1,018 9.80 369 4.53 0.1828
2024-04-19 2024-03-31 13F BCE COM NEW 05534B760 10,393 612 6.26 353 -8.31 0.1700
2024-01-19 2023-12-31 13F BCE COM NEW 05534B760 9,781 -1,435 -12.79 385 -10.05 0.1957
2023-10-25 2023-09-30 13F BCE COM NEW 05534B760 11,216 1,200 11.98 428 -6.14 0.2370
2023-07-19 2023-06-30 13F BCE COM NEW 05534B760 10,016 5,502 121.89 457 125.74 0.2392
2023-04-25 2023-03-31 13F BCE COM NEW 05534B760 4,514 4,514 202 0.1474
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.