Alan B. Lancz & Associates’s Scotiabank BNS Stock Holding History

Alan B. Lancz & Associates’s Portfolio BNS Stock Details BNS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$321K	Hold	3,700	–	–	0.28%	91
2026 Q1	$256K	Sell	3,700 -200	-5%	-$14.7K	0.25%	111
2025 Q4	$287K	Hold	3,900	–	–	0.25%	104
2025 Q3	$252K	Hold	3,900	–	–	0.23%	115
2025 Q2	$216K	Buy	+3,900	New	+$199K	0.22%	120
2025 Q1	–	Sell	-3,900	Closed	-$210K	–	125
2024 Q4	$210K	Hold	3,900	–	–	0.21%	117
2024 Q3	$213K	Buy	+3,900	New	+$189K	0.19%	125
2023 Q3	–	Sell	-4,100	Closed	-$205K	–	133
2023 Q2	$205K	Hold	4,100	–	–	0.22%	121
2023 Q1	$206K	Hold	4,100	–	–	0.21%	120
2022 Q4	$212K	Hold	4,100	–	–	0.21%	125
2022 Q3	$195K	Hold	4,100	–	–	0.23%	115
2022 Q2	$250K	Sell	4,100 -400	-9%	-$26K	0.25%	109
2022 Q1	$323K	Sell	4,500 -500	-10%	-$36.3K	0.29%	99
2021 Q4	$358K	Buy	+5,000	New	+$330K	0.31%	90

Other funds holding BNS

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Alan B. Lancz & Associates's BNS Position: Q2 2026 in Review

Alan B. Lancz & Associates held its Scotiabank (BNS) position steady in Q2 2026 at 3,700 shares worth $321K. The position accounts for 0.28% of the portfolio, ranked #91.

Alan B. Lancz & Associates first reported a position in BNS in Q4 2021 and has held it in 14 quarters since. The position peaked at $358K in Q4 2021. 532 funds tracked by Wall St. Rank hold BNS as of Q2 2026.

Alan B. Lancz & Associates held 3,700 shares of Scotiabank worth $321K as of Q2 2026.
Alan B. Lancz & Associates left its Scotiabank share count unchanged in Q2 2026.
Scotiabank made up 0.28% of Alan B. Lancz & Associates's portfolio in Q2 2026, its #91 holding.
Alan B. Lancz & Associates first reported a position in Scotiabank in Q4 2021 and has held it in 14 quarters since.
Alan B. Lancz & Associates's Scotiabank position peaked at $358K in Q4 2021.
532 funds tracked by Wall St. Rank held Scotiabank as of Q2 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.