EWP
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Elevation Wealth Partners’s Scotiabank BNS Stock Holding History

Elevation Wealth Partners’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
Q3 		$12.4K Hold
136
– – ﹤0.01% 824
2026
Q2 		$11.8K Buy
+136
New +$10.7K ﹤0.01% 761

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MSV
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KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Elevation Wealth Partners's BNS Position: Q3 2026 in Review

Elevation Wealth Partners held its Scotiabank (BNS) position steady in Q3 2026 at 136 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

Elevation Wealth Partners first reported a position in BNS in Q2 2026 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold BNS as of Q3 2026.

  • Elevation Wealth Partners held 136 shares of Scotiabank worth $12.4K as of Q3 2026.
  • Elevation Wealth Partners left its Scotiabank share count unchanged in Q3 2026.
  • Scotiabank made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #824 holding.
  • Elevation Wealth Partners first reported a position in Scotiabank in Q2 2026 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held Scotiabank as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.