IWC
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Integrated Wealth Concepts’s Scotiabank BNS Stock Holding History

Integrated Wealth Concepts’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
Q2 		$1.95M Buy
22,404
+11,438
+104% +$901K 0.01% 968
2026
Q1 		$760K Buy
10,966
+4,074
+59% +$299K 0.01% 1275
2025
Q4 		$508K Sell
6,892
-2,039
-23% -$139K 0.01% 1078
2025
Q3 		$577K Buy
8,931
+562
+7% +$33.1K 0.01% 1271
2025
Q2 		$463K Buy
8,369
+2,908
+53% +$148K ﹤0.01% 1323
2025
Q1 		$259K Sell
5,461
-54
-1% -$2.71K ﹤0.01% 1484
2024
Q4 		$296K Buy
5,515
+87
+2% +$4.7K ﹤0.01% 1372
2024
Q3 		$296K Sell
5,428
-119
-2% -$5.77K ﹤0.01% 1352
2024
Q2 		$254K Sell
5,547
-563
-9% -$26.7K ﹤0.01% 1413
2024
Q1 		$316K Buy
6,110
+1,137
+23% +$54.5K ﹤0.01% 1297
2023
Q4 		$242K Sell
4,973
-135
-3% -$5.94K ﹤0.01% 1373
2023
Q3 		$233K Buy
5,108
+200
+4% +$9.58K ﹤0.01% 1344
2023
Q2 		$246K Hold
4,908
– – ﹤0.01% 1328
2023
Q1 		$247K Buy
+4,908
New +$252K 0.01% 1148

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 Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Integrated Wealth Concepts's BNS Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Scotiabank (BNS) stake by 104% in Q2 2026, buying an estimated $901K and bringing the position to 22,404 shares worth $1.95M. The position accounts for 0.01% of the portfolio, ranked #968.

Integrated Wealth Concepts first reported a position in BNS in Q1 2023 and has held it in 14 quarters since. 532 funds tracked by Wall St. Rank hold BNS as of Q2 2026.

  • Integrated Wealth Concepts held 22,404 shares of Scotiabank worth $1.95M as of Q2 2026.
  • Integrated Wealth Concepts bought 11,438 Scotiabank shares in Q2 2026, an estimated $901K.
  • Scotiabank made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #968 holding.
  • Integrated Wealth Concepts first reported a position in Scotiabank in Q1 2023 and has held it in 14 quarters since.
  • 532 funds tracked by Wall St. Rank held Scotiabank as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.