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Independent Financial Group’s Scotiabank BNS Stock Holding History

Independent Financial Group’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
2023
Q3 		– Sell
-12,450
Closed -$623K – 902
2023
Q2 		$623K Sell
12,450
-3,366
-21% -$167K 0.04% 422
2023
Q1 		$796K Buy
+15,816
New +$811K 0.06% 339

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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
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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Independent Financial Group's BNS Position: Q3 2023 in Review

Independent Financial Group sold out of Scotiabank (BNS) in Q3 2023, closing a stake of 12,450 shares — an estimated $623K sold.

Independent Financial Group first reported a position in BNS in Q1 2023 and held it in 2 quarters. The position peaked at $796K in Q1 2023. 393 funds tracked by Wall St. Rank hold BNS as of Q3 2023.

  • Independent Financial Group reported no remaining Scotiabank position as of Q3 2023 after selling out during the quarter.
  • Independent Financial Group sold 12,450 Scotiabank shares in Q3 2023, an estimated $623K.
  • Independent Financial Group first reported a position in Scotiabank in Q1 2023 and held it in 2 quarters.
  • Independent Financial Group's Scotiabank position peaked at $796K in Q1 2023.
  • 393 funds tracked by Wall St. Rank held Scotiabank as of Q3 2023.

Based on Independent Financial Group's 13F filing for Q3 2023, filed 12 Jun 2026.