Bank of Nova Scotia
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Bank of Nova Scotia’s Brookfield Asset Management BAM Stock Holding History

Bank of Nova Scotia’s Portfolio BAM Stock Details BAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$131M Sell
2,911,831
-89,931
-3% -$4.25M 0.2% 81
2026
Q1 		$133M Sell
3,001,762
-25,281
-0.8% -$1.23M 0.23% 80
2025
Q4 		$159M Buy
3,027,043
+746,355
+33% +$40.1M 0.23% 75
2025
Q3 		$130M Sell
2,280,688
-121,916
-5% -$7.25M 0.23% 81
2025
Q2 		$133M Buy
2,402,604
+132,771
+6% +$7.13M 0.27% 61
2025
Q1 		$110M Buy
2,269,833
+27,913
+1% +$1.52M 0.25% 70
2024
Q4 		$122M Sell
2,241,920
-621,188
-22% -$33.5M 0.21% 79
2024
Q3 		$135M Buy
2,863,108
+65,585
+2% +$2.75M 0.27% 64
2024
Q2 		$106M Sell
2,797,523
-311,843
-10% -$12.3M 0.21% 73
2024
Q1 		$131M Sell
3,109,366
-470,187
-13% -$19M 0.26% 70
2023
Q4 		$144M Sell
3,579,553
-989,050
-22% -$33.4M 0.27% 77
2023
Q3 		$152M Sell
4,568,603
-48,403
-1% -$1.63M 0.4% 49
2023
Q2 		$151M Buy
4,617,006
+56,599
+1% +$1.82M 0.39% 46
2023
Q1 		$149M Sell
4,560,407
-180,134
-4% -$5.85M 0.44% 43
2022
Q4 		$136M Buy
+4,740,541
New +$143M 0.35% 59

Other funds holding BAM

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of Nova Scotia's BAM Position: Q2 2026 in Review

Bank of Nova Scotia reduced its Brookfield Asset Management (BAM) stake by 3% in Q2 2026, selling an estimated $4.25M and leaving 2,911,831 shares worth $131M. The position accounts for 0.2% of the portfolio, ranked #81.

Bank of Nova Scotia first reported a position in BAM in Q4 2022 and has held it in 15 quarters since. The position peaked at $159M in Q4 2025. 624 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Bank of Nova Scotia held 2,911,831 shares of Brookfield Asset Management worth $131M as of Q2 2026.
  • Bank of Nova Scotia sold 89,931 Brookfield Asset Management shares in Q2 2026, an estimated $4.25M.
  • Brookfield Asset Management made up 0.2% of Bank of Nova Scotia's portfolio in Q2 2026, its #81 holding.
  • Bank of Nova Scotia first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 15 quarters since.
  • Bank of Nova Scotia's Brookfield Asset Management position peaked at $159M in Q4 2025.
  • 624 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Bank of Nova Scotia's 13F filing for Q2 2026, filed 12 Aug 2026.