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GeoWealth Management’s Scotiabank BNS Stock Holding History

GeoWealth 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
2025
Q1 		– Sell
-428
Closed -$23K – 1148
2024
Q4 		$23K Buy
428
+363
+558% +$19.6K ﹤0.01% 1355
2024
Q3 		$3.54K Buy
+65
New +$3.15K ﹤0.01% 1493

Other funds holding BNS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 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 $199B AUM 37.98% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

GeoWealth Management's BNS Position: Q1 2025 in Review

GeoWealth Management sold out of Scotiabank (BNS) in Q1 2025, closing a stake of 428 shares — an estimated $23K sold.

GeoWealth Management first reported a position in BNS in Q3 2024 and held it in 2 quarters. The position peaked at $23K in Q4 2024. 420 funds tracked by Wall St. Rank hold BNS as of Q1 2025.

  • GeoWealth Management reported no remaining Scotiabank position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 428 Scotiabank shares in Q1 2025, an estimated $23K.
  • GeoWealth Management first reported a position in Scotiabank in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Scotiabank position peaked at $23K in Q4 2024.
  • 420 funds tracked by Wall St. Rank held Scotiabank as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.