Caprock Group’s Scotiabank BNS Stock Holding History

Caprock Group’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	$787K	Buy	9,066 +3,738	+70%	+$294K	0.02%	703
2026 Q1	$369K	Sell	5,328 -3,064	-37%	-$225K	0.01%	849
2025 Q4	$618K	Buy	8,392 +2,570	+44%	+$175K	0.01%	749
2025 Q3	$364K	Buy	+5,822	New	+$343K	0.01%	885
2021 Q3	–	Sell	-3,298	Closed	-$215K	–	541
2021 Q2	$215K	Buy	3,298 +72	+2%	+$4.66K	0.02%	479
2021 Q1	$202K	Sell	3,226 -690	-18%	-$40K	0.02%	461
2020 Q4	$212K	Buy	+3,916	New	+$186K	0.02%	431
2020 Q1	–	Sell	-3,602	Closed	-$203K	–	365
2019 Q4	$203K	Buy	3,602 +62	+2%	+$3.52K	0.04%	332
2019 Q3	$201K	Buy	+3,540	New	+$190K	0.04%	319
2018 Q4	–	Sell	-3,358	Closed	-$200K	–	368
2018 Q3	$200K	Buy	+3,358	New	+$196K	0.04%	374
2018 Q2	–	Sell	-3,558	Closed	-$220K	–	448
2018 Q1	$220K	Sell	3,558 -19	-0.5%	-$1.21K	0.05%	368
2017 Q4	$236K	Buy	3,577 +83	+2%	+$5.37K	0.05%	376
2017 Q3	$224K	Sell	3,494 -18	-0.5%	-$1.12K	0.05%	380
2017 Q2	$211K	Buy	+3,512	New	+$201K	0.05%	371

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

Caprock Group's BNS Position: Q2 2026 in Review

Caprock Group increased its Scotiabank (BNS) stake by 70% in Q2 2026, buying an estimated $294K and bringing the position to 9,066 shares worth $787K. The position accounts for 0.02% of the portfolio, ranked #703.

Caprock Group first reported a position in BNS in Q2 2017 and has held it in 14 quarters since. 534 funds tracked by Wall St. Rank hold BNS as of Q2 2026.

Caprock Group held 9,066 shares of Scotiabank worth $787K as of Q2 2026.
Caprock Group bought 3,738 Scotiabank shares in Q2 2026, an estimated $294K.
Scotiabank made up 0.02% of Caprock Group's portfolio in Q2 2026, its #703 holding.
Caprock Group first reported a position in Scotiabank in Q2 2017 and has held it in 14 quarters since.
534 funds tracked by Wall St. Rank held Scotiabank as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.