Avantax Advisory Services’s Scotiabank BNS Stock Holding History

Avantax Advisory Services’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
2025 Q2	$3.54M	Buy	64,036 +5,963	+10%	+$304K	0.02%	563
2025 Q1	$2.75M	Buy	58,073 +298	+0.5%	+$15K	0.02%	611
2024 Q4	$3.1M	Buy	57,775 +3,804	+7%	+$205K	0.02%	551
2024 Q3	$2.94M	Buy	53,971 +26,428	+96%	+$1.28M	0.02%	553
2024 Q2	$1.26M	Buy	27,543 +3,187	+13%	+$151K	0.01%	867
2024 Q1	$1.26M	Sell	24,356 -12	-0%	-$575	0.01%	674
2023 Q4	$1.19M	Buy	24,368 +2,206	+10%	+$97.1K	0.01%	658
2023 Q3	$1.01M	Buy	22,162 +718	+3%	+$34.4K	0.01%	687
2023 Q2	$1.07M	Sell	21,444 -12,352	-37%	-$613K	0.01%	656
2023 Q1	$1.7M	Buy	33,796 +5,990	+22%	+$307K	0.02%	485
2022 Q4	$1.36M	Buy	27,806 +13,615	+96%	+$671K	0.02%	528
2022 Q3	$675K	Sell	14,191 -192	-1%	-$11K	0.01%	665
2022 Q2	$852K	Buy	14,383 +332	+2%	+$21.5K	0.01%	597
2022 Q1	$1.01M	Buy	14,051 +303	+2%	+$22K	0.01%	542
2021 Q4	$986K	Buy	13,748 +258	+2%	+$17.1K	0.01%	536
2021 Q3	$829K	Buy	13,490 +683	+5%	+$42.7K	0.01%	548
2021 Q2	$836K	Buy	12,807 +552	+5%	+$35.7K	0.02%	523
2021 Q1	$770K	Sell	12,255 -85	-0.7%	-$4.93K	0.02%	491
2020 Q4	$665K	Sell	12,340 -3,015	-20%	-$143K	0.02%	471
2020 Q3	$641K	Buy	15,355 +5,345	+53%	+$224K	0.01%	710
2020 Q2	$413K	Sell	10,010 -87	-0.9%	-$3.48K	0.01%	532
2020 Q1	$408K	Buy	10,097 +813	+9%	+$41.1K	0.01%	487
2019 Q4	$525K	Buy	+9,284	New	+$528K	0.01%	460

Other funds holding BNS

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Avantax Advisory Services's BNS Position: Q2 2025 in Review

Avantax Advisory Services increased its Scotiabank (BNS) stake by 10% in Q2 2025, buying an estimated $304K and bringing the position to 64,036 shares worth $3.54M. The position accounts for 0.02% of the portfolio, ranked #563.

Avantax Advisory Services first reported a position in BNS in Q4 2019 and has held it in 23 quarters since. 433 funds tracked by Wall St. Rank hold BNS as of Q2 2025.

Avantax Advisory Services held 64,036 shares of Scotiabank worth $3.54M as of Q2 2025.
Avantax Advisory Services bought 5,963 Scotiabank shares in Q2 2025, an estimated $304K.
Scotiabank made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #563 holding.
Avantax Advisory Services first reported a position in Scotiabank in Q4 2019 and has held it in 23 quarters since.
433 funds tracked by Wall St. Rank held Scotiabank as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.