Forum Financial Management’s Scotiabank BNS Stock Holding History

Forum Financial 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	–	Sell	-9,182	Closed	-$677K	–	423
2025 Q4	$677K	Hold	9,182	–	–	0.01%	357
2025 Q3	$594K	Buy	9,182 +1,900	+26%	+$112K	0.01%	386
2025 Q2	$402K	Sell	7,282 -2,353	-24%	-$120K	0.01%	505
2025 Q1	$457K	Buy	+9,635	New	+$483K	0.01%	408
2024 Q4	–	Sell	-10,303	Closed	-$561K	–	937
2024 Q3	$561K	Hold	10,303	–	–	0.01%	300
2024 Q2	$471K	Hold	10,303	–	–	0.01%	326
2024 Q1	$533K	Hold	10,303	–	–	0.01%	303
2023 Q4	$502K	Sell	10,303 -2,213	-18%	-$97.4K	0.01%	289
2023 Q3	$571K	Hold	12,516	–	–	0.01%	253
2023 Q2	$626K	Hold	12,516	–	–	0.01%	248
2023 Q1	$630K	Hold	12,516	–	–	0.02%	215
2022 Q4	$613K	Hold	12,516	–	–	0.02%	211
2022 Q3	$595K	Hold	12,516	–	–	0.03%	191
2022 Q2	$741K	Hold	12,516	–	–	0.04%	153
2022 Q1	$897K	Hold	12,516	–	–	0.04%	140
2021 Q4	$897K	Buy	+12,516	New	+$827K	0.05%	143

Other funds holding BNS

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Forum Financial Management's BNS Position: Q1 2026 in Review

Forum Financial Management sold out of Scotiabank (BNS) in Q1 2026, closing a stake of 9,182 shares — an estimated $677K sold.

Forum Financial Management first reported a position in BNS in Q4 2021 and held it in 16 quarters. The position peaked at $897K in Q1 2022. 508 funds tracked by Wall St. Rank hold BNS as of Q1 2026.

Forum Financial Management reported no remaining Scotiabank position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 9,182 Scotiabank shares in Q1 2026, an estimated $677K.
Forum Financial Management first reported a position in Scotiabank in Q4 2021 and held it in 16 quarters.
Forum Financial Management's Scotiabank position peaked at $897K in Q1 2022.
508 funds tracked by Wall St. Rank held Scotiabank as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.