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Bank of Nova Scotia Trust’s Interactive Brokers IBKR Stock Holding History

Bank of Nova Scotia Trust’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$380K Sell
5,668
-1,328
-19% -$94.8K 0.03% 121
2025
Q4 		$450K Buy
+6,996
New +$468K 0.04% 116

Other funds holding IBKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of Nova Scotia Trust's IBKR Position: Q1 2026 in Review

Bank of Nova Scotia Trust reduced its Interactive Brokers (IBKR) stake by 19% in Q1 2026, selling an estimated $94.8K and leaving 5,668 shares worth $380K. The position accounts for 0.03% of the portfolio, ranked #121.

Bank of Nova Scotia Trust first reported a position in IBKR in Q4 2025 and has held it in 2 quarters since. The position peaked at $450K in Q4 2025. 994 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Bank of Nova Scotia Trust held 5,668 shares of Interactive Brokers worth $380K as of Q1 2026.
  • Bank of Nova Scotia Trust sold 1,328 Interactive Brokers shares in Q1 2026, an estimated $94.8K.
  • Interactive Brokers made up 0.03% of Bank of Nova Scotia Trust's portfolio in Q1 2026, its #121 holding.
  • Bank of Nova Scotia Trust first reported a position in Interactive Brokers in Q4 2025 and has held it in 2 quarters since.
  • Bank of Nova Scotia Trust's Interactive Brokers position peaked at $450K in Q4 2025.
  • 994 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Bank of Nova Scotia Trust's 13F filing for Q1 2026, filed 13 May 2026.