Creative Planning
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Creative Planning’s Scotiabank BNS Stock Holding History

Creative Planning’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
Q1 		$7.27M Buy
104,868
+11,798
+13% +$865K ﹤0.01% 913
2025
Q4 		$6.86M Buy
93,070
+14,402
+18% +$979K ﹤0.01% 799
2025
Q3 		$5.09M Buy
78,668
+22,706
+41% +$1.34M ﹤0.01% 873
2025
Q2 		$3.09M Buy
55,962
+16,107
+40% +$820K ﹤0.01% 1015
2025
Q1 		$1.89M Sell
39,855
-6,961
-15% -$349K ﹤0.01% 1205
2024
Q4 		$2.51M Buy
46,816
+10,248
+28% +$553K ﹤0.01% 997
2024
Q3 		$1.99M Buy
36,568
+807
+2% +$39.1K ﹤0.01% 1057
2024
Q2 		$1.63M Sell
35,761
-1,781
-5% -$84.4K ﹤0.01% 1094
2024
Q1 		$1.94M Buy
37,542
+5,020
+15% +$241K ﹤0.01% 968
2023
Q4 		$1.58M Sell
32,522
-6,833
-17% -$301K ﹤0.01% 1012
2023
Q3 		$1.79M Buy
39,355
+4,388
+13% +$210K ﹤0.01% 893
2023
Q2 		$1.75M Buy
34,967
+10,776
+45% +$535K ﹤0.01% 882
2023
Q1 		$1.22M Buy
24,191
+2,282
+10% +$117K ﹤0.01% 973
2022
Q4 		$1.07M Buy
21,909
+9,772
+81% +$482K ﹤0.01% 994
2022
Q3 		$577K Buy
12,137
+1,815
+18% +$104K ﹤0.01% 1245
2022
Q2 		$611K Buy
10,322
+3,693
+56% +$240K ﹤0.01% 1203
2022
Q1 		$475K Buy
6,629
+261
+4% +$18.9K ﹤0.01% 1347
2021
Q4 		$456K Buy
6,368
+766
+14% +$50.6K ﹤0.01% 1367
2021
Q3 		$345K Buy
5,602
+136
+2% +$8.51K ﹤0.01% 1510
2021
Q2 		$356K Sell
5,466
-3,622
-40% -$234K ﹤0.01% 1468
2021
Q1 		$568K Buy
9,088
+114
+1% +$6.61K ﹤0.01% 1352
2020
Q4 		$485K Buy
8,974
+1,284
+17% +$60.9K ﹤0.01% 1337
2020
Q3 		$319K Buy
7,690
+1,755
+30% +$73.6K ﹤0.01% 1390
2020
Q2 		$245K Sell
5,935
-9,095
-61% -$363K ﹤0.01% 1422
2020
Q1 		$610K Buy
15,030
+6,748
+81% +$341K ﹤0.01% 851
2019
Q4 		$468K Sell
8,282
-113
-1% -$6.42K ﹤0.01% 1146
2019
Q3 		$477K Sell
8,395
-400
-5% -$21.5K ﹤0.01% 1089
2019
Q2 		$478K Sell
8,795
-6,491
-42% -$347K ﹤0.01% 1104
2019
Q1 		$814K Buy
15,286
+2,062
+16% +$113K ﹤0.01% 810
2018
Q4 		$659K Buy
13,224
+303
+2% +$16.4K ﹤0.01% 838
2018
Q3 		$770K Sell
12,921
-1,163
-8% -$67.9K ﹤0.01% 868
2018
Q2 		$806K Buy
14,084
+971
+7% +$58.5K ﹤0.01% 866
2018
Q1 		$809K Sell
13,113
-1,239
-9% -$78.6K ﹤0.01% 849
2017
Q4 		$926K Sell
14,352
-4,889
-25% -$317K ﹤0.01% 780
2017
Q3 		$1.24M Buy
19,241
+4,858
+34% +$302K 0.01% 621
2017
Q2 		$865K Buy
14,383
+1,044
+8% +$59.8K ﹤0.01% 753
2017
Q1 		$781K Sell
13,339
-660
-5% -$39.2K ﹤0.01% 768
2016
Q4 		$779K Sell
13,999
-982
-7% -$53.6K ﹤0.01% 724
2016
Q3 		$794K Buy
14,981
+10,450
+231% +$540K 0.01% 692
2016
Q2 		$222K Sell
4,531
-1,006
-18% -$49.4K ﹤0.01% 1203
2016
Q1 		$265K Sell
5,537
-1,017
-16% -$41.6K ﹤0.01% 1072
2015
Q4 		$259K Buy
6,554
+1,521
+30% +$65.7K ﹤0.01% 1060
2015
Q3 		$214K Buy
+5,033
New +$226K ﹤0.01% 1157
2015
Q2 		– Sell
-6,770
Closed -$322K – 1327
2015
Q1 		$322K Buy
6,770
+3,448
+104% +$168K ﹤0.01% 958
2014
Q4 		$179K Buy
3,322
+1,546
+87% +$87K ﹤0.01% 1212
2014
Q3 		$103K Buy
1,776
+7
+0.4% +$436 ﹤0.01% 1451
2014
Q2 		$110K Sell
1,769
-123
-7% -$7.11K ﹤0.01% 1375
2014
Q1 		$102K Buy
1,892
+125
+7% +$6.69K ﹤0.01% 1391
2013
Q4 		$103K Buy
1,767
+968
+121% +$54.3K ﹤0.01% 1180
2013
Q3 		$43K Sell
799
-344
-30% -$18K ﹤0.01% 1601
2013
Q2 		$57K Buy
+1,143
New +$60K ﹤0.01% 1312

Other funds holding BNS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Creative Planning's BNS Position: Q1 2026 in Review

Creative Planning increased its Scotiabank (BNS) stake by 13% in Q1 2026, buying an estimated $865K and bringing the position to 104,868 shares worth $7.27M. The position accounts for ﹤0.01% of the portfolio, ranked #913.

Creative Planning first reported a position in BNS in Q2 2013 and has held it in 51 quarters since. 505 funds tracked by Wall St. Rank hold BNS as of Q1 2026.

  • Creative Planning held 104,868 shares of Scotiabank worth $7.27M as of Q1 2026.
  • Creative Planning bought 11,798 Scotiabank shares in Q1 2026, an estimated $865K.
  • Scotiabank made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #913 holding.
  • Creative Planning first reported a position in Scotiabank in Q2 2013 and has held it in 51 quarters since.
  • 505 funds tracked by Wall St. Rank held Scotiabank as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.