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Evelyn Partners Investment Management’s Scotiabank BNS Stock Holding History

Evelyn Partners Investment Management’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 		$250K Hold
3,610
– – 0.01% 195
2025
Q4 		$266K Sell
3,610
-75
-2% -$5.1K 0.01% 192
2025
Q3 		$238K Sell
3,685
-300
-8% -$17.7K 0.01% 192
2025
Q2 		$221K Hold
3,985
– – 0.01% 192
2025
Q1 		$308K Hold
3,985
– – 0.01% 175
2024
Q4 		$214K Buy
+3,985
New +$215K 0.01% 190

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 $115B AUM 41.58% 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

Evelyn Partners Investment Management's BNS Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Scotiabank (BNS) position steady in Q1 2026 at 3,610 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #195.

Evelyn Partners Investment Management first reported a position in BNS in Q4 2024 and has held it in 6 quarters since. The position peaked at $308K in Q1 2025. 506 funds tracked by Wall St. Rank hold BNS as of Q1 2026.

  • Evelyn Partners Investment Management held 3,610 shares of Scotiabank worth $250K as of Q1 2026.
  • Evelyn Partners Investment Management left its Scotiabank share count unchanged in Q1 2026.
  • Scotiabank made up 0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #195 holding.
  • Evelyn Partners Investment Management first reported a position in Scotiabank in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Scotiabank position peaked at $308K in Q1 2025.
  • 506 funds tracked by Wall St. Rank held Scotiabank as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.