Carson Wealth (CWM LLC)’s Scotiabank BNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $140K | Buy |
2,018
+38
| +2% | +$2.79K | ﹤0.01% | 3003 |
|
|
2025
Q4 | $146K | Sell |
1,980
-216
| -10% | -$14.7K | ﹤0.01% | 2797 |
|
|
2025
Q3 | $142K | Buy |
2,196
+112
| +5% | +$6.6K | ﹤0.01% | 2710 |
|
|
2025
Q2 | $115K | Buy |
2,084
+285
| +16% | +$14.5K | ﹤0.01% | 2592 |
|
|
2025
Q1 | $85K | Sell |
1,799
-507
| -22% | -$25.4K | ﹤0.01% | 2556 |
|
|
2024
Q4 | $124K | Buy |
2,306
+56
| +2% | +$3.02K | ﹤0.01% | 2138 |
|
|
2024
Q3 | $123K | Buy |
2,250
+105
| +5% | +$5.09K | ﹤0.01% | 2060 |
|
|
2024
Q2 | $98K | Buy |
2,145
+32
| +2% | +$1.52K | ﹤0.01% | 1987 |
|
|
2024
Q1 | $109K | Sell |
2,113
-1,340
| -39% | -$64.2K | ﹤0.01% | 1824 |
|
|
2023
Q4 | $168K | Sell |
3,453
-202
| -6% | -$8.89K | ﹤0.01% | 1493 |
|
|
2023
Q3 | $167K | Buy |
3,655
+1,384
| +61% | +$66.3K | ﹤0.01% | 1379 |
|
|
2023
Q2 | $114K | Buy |
2,271
+894
| +65% | +$44.3K | ﹤0.01% | 1505 |
|
|
2023
Q1 | $69K | Buy |
1,377
+828
| +151% | +$42.5K | ﹤0.01% | 1688 |
|
|
2022
Q4 | $27K | Buy |
549
+133
| +32% | +$6.56K | ﹤0.01% | 2145 |
|
|
2022
Q3 | $20K | Buy |
416
+171
| +70% | +$9.77K | ﹤0.01% | 2208 |
|
|
2022
Q2 | $15K | Sell |
245
-97
| -28% | -$6.29K | ﹤0.01% | 2301 |
|
|
2022
Q1 | $25K | Buy |
342
+330
| +2,750% | +$23.9K | ﹤0.01% | 1939 |
|
|
2021
Q4 | $1K | Buy |
+12
| New | +$793 | ﹤0.01% | 3249 |
|
|
2021
Q2 | $8K | Hold |
117
| – | – | ﹤0.01% | 2172 |
|
|
2021
Q1 | $8K | Hold |
117
| – | – | ﹤0.01% | 2172 |
|
|
2020
Q4 | $8K | Hold |
117
| – | – | ﹤0.01% | 2172 |
|
|
2020
Q3 | $8K | Hold |
117
| – | – | ﹤0.01% | 2172 |
|
|
2020
Q2 | $8K | Hold |
117
| – | – | ﹤0.01% | 2172 |
|
|
2020
Q1 | $8K | Hold |
117
| – | – | ﹤0.01% | 2172 |
|
|
2019
Q4 | $8K | Hold |
117
| – | – | ﹤0.01% | 2172 |
|
|
2019
Q3 | $8K | Hold |
117
| – | – | ﹤0.01% | 2172 |
|
|
2019
Q2 | $8K | Hold |
117
| – | – | ﹤0.01% | 2172 |
|
|
2019
Q1 | $8K | Sell |
117
-333
| -74% | -$18.2K | ﹤0.01% | 2172 |
|
|
2018
Q4 | $22K | Hold |
450
| – | – | ﹤0.01% | 1103 |
|
|
2018
Q3 | $27K | Sell |
450
-33
| -7% | -$1.93K | ﹤0.01% | 884 |
|
|
2018
Q2 | $28K | Buy |
483
+33
| +7% | +$1.99K | ﹤0.01% | 768 |
|
|
2018
Q1 | $28K | Hold |
450
| – | – | ﹤0.01% | 651 |
|
|
2017
Q4 | $29K | Hold |
450
| – | – | ﹤0.01% | 625 |
|
|
2017
Q3 | $29K | Hold |
450
| – | – | ﹤0.01% | 631 |
|
|
2017
Q2 | $27K | Hold |
450
| – | – | ﹤0.01% | 583 |
|
|
2017
Q1 | $26K | Hold |
450
| – | – | ﹤0.01% | 561 |
|
|
2016
Q4 | $25K | Hold |
450
| – | – | ﹤0.01% | 544 |
|
|
2016
Q3 | $24K | Buy |
+450
| New | +$23.3K | ﹤0.01% | 527 |
|
Other funds holding BNS
SC
Carson Wealth (CWM LLC)'s BNS Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Scotiabank (BNS) stake by 1.9% in Q1 2026, buying an estimated $2.79K and bringing the position to 2,018 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #3003.
Carson Wealth (CWM LLC) first reported a position in BNS in Q3 2016 and has held it in 38 quarters since. The position peaked at $168K in Q4 2023. 508 funds tracked by Wall St. Rank hold BNS as of Q1 2026.
- Carson Wealth (CWM LLC) held 2,018 shares of Scotiabank worth $140K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 38 Scotiabank shares in Q1 2026, an estimated $2.79K.
- Scotiabank made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3003 holding.
- Carson Wealth (CWM LLC) first reported a position in Scotiabank in Q3 2016 and has held it in 38 quarters since.
- Carson Wealth (CWM LLC)'s Scotiabank position peaked at $168K in Q4 2023.
- 508 funds tracked by Wall St. Rank held Scotiabank as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.