KFP
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Keystone Financial Planning’s Scotiabank BNS Stock Holding History

Keystone Financial Planning’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 		$11.9M Sell
136,488
-2,613
-2% -$206K 3.06% 4
2026
Q1 		$9.64M Hold
139,101
– – 2.58% 7
2025
Q4 		$10.3M Buy
139,101
+163
+0.1% +$11.1K 2.97% 6
2025
Q3 		$8.98M Sell
138,938
-1,008
-0.7% -$59.4K 2.61% 8
2025
Q2 		$7.73M Buy
139,946
+1,039
+0.7% +$52.9K 2.34% 9
2025
Q1 		$6.59M Buy
138,907
+5,503
+4% +$276K 1.96% 13
2024
Q4 		$7.17M Sell
133,404
-57
-0% -$3.08K 2.22% 10
2024
Q3 		$7.27M Buy
133,461
+5,870
+5% +$285K 2.2% 11
2024
Q2 		$5.83M Buy
+127,591
New +$6.05M 1.93% 13

Other funds holding BNS

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Keystone Financial Planning's BNS Position: Q2 2026 in Review

Keystone Financial Planning reduced its Scotiabank (BNS) stake by 1.9% in Q2 2026, selling an estimated $206K and leaving 136,488 shares worth $11.9M. The position accounts for 3.06% of the portfolio, ranked #4.

Keystone Financial Planning first reported a position in BNS in Q2 2024 and has held it in 9 quarters since. 68 funds tracked by Wall St. Rank hold BNS as of Q2 2026.

  • Keystone Financial Planning held 136,488 shares of Scotiabank worth $11.9M as of Q2 2026.
  • Keystone Financial Planning sold 2,613 Scotiabank shares in Q2 2026, an estimated $206K.
  • Scotiabank made up 3.06% of Keystone Financial Planning's portfolio in Q2 2026, its #4 holding.
  • Keystone Financial Planning first reported a position in Scotiabank in Q2 2024 and has held it in 9 quarters since.
  • 68 funds tracked by Wall St. Rank held Scotiabank as of Q2 2026.

Based on Keystone Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.