EWA
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EverSource Wealth Advisors’s Scotiabank BNS Stock Holding History

EverSource Wealth Advisors’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 		$315K Buy
4,538
+1,790
+65% +$131K 0.01% 827
2025
Q4 		$202K Buy
2,748
+375
+16% +$25.5K 0.01% 942
2025
Q3 		$153K Buy
2,373
+208
+10% +$12.3K 0.01% 1048
2025
Q2 		$120K Buy
2,165
+649
+43% +$33K 0.01% 1099
2025
Q1 		$71.9K Sell
1,516
-6
-0.4% -$301 ﹤0.01% 1054
2024
Q4 		$81.8K Sell
1,522
-151
-9% -$8.15K ﹤0.01% 973
2024
Q3 		$91.2K Buy
1,673
+85
+5% +$4.12K 0.01% 824
2024
Q2 		$74.1K Sell
1,588
-17
-1% -$806 ﹤0.01% 918
2024
Q1 		$73.7K Buy
1,605
+811
+102% +$38.9K 0.01% 828
2023
Q4 		$38.7K Sell
794
-125
-14% -$5.5K ﹤0.01% 998
2023
Q3 		$41.9K Buy
919
+529
+136% +$25.4K ﹤0.01% 881
2023
Q2 		$19.5K Buy
390
+86
+28% +$4.27K ﹤0.01% 1164
2023
Q1 		$15.3K Buy
304
+146
+92% +$7.49K ﹤0.01% 1192
2022
Q4 		$7.74K Buy
+158
New +$7.79K ﹤0.01% 1429
2022
Q3 		– Sell
-81
Closed -$5K – 1978
2022
Q2 		$5K Hold
81
– – ﹤0.01% 1243
2022
Q1 		$6K Hold
81
– – ﹤0.01% 1168
2021
Q4 		$6K Buy
+81
New +$5.35K ﹤0.01% 1165

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

EverSource Wealth Advisors's BNS Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Scotiabank (BNS) stake by 65% in Q1 2026, buying an estimated $131K and bringing the position to 4,538 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #827.

EverSource Wealth Advisors first reported a position in BNS in Q4 2021 and has held it in 17 quarters since. 505 funds tracked by Wall St. Rank hold BNS as of Q1 2026.

  • EverSource Wealth Advisors held 4,538 shares of Scotiabank worth $315K as of Q1 2026.
  • EverSource Wealth Advisors bought 1,790 Scotiabank shares in Q1 2026, an estimated $131K.
  • Scotiabank made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #827 holding.
  • EverSource Wealth Advisors first reported a position in Scotiabank in Q4 2021 and has held it in 17 quarters since.
  • 505 funds tracked by Wall St. Rank held Scotiabank as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.