Legacy Financial Advisors’s Scotiabank BNS Stock Holding History

Legacy Financial Advisors’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	$381K	Buy	5,491 +1,063	+24%	+$78K	0.05%	277
2025 Q4	$326K	Buy	4,428 +960	+28%	+$65.3K	0.05%	304
2025 Q3	$224K	Buy	+3,468	New	+$204K	0.03%	381
2019 Q2	–	Sell	-812	Closed	-$43K	–	221
2019 Q1	$43K	Buy	812 +249	+44%	+$13.6K	0.01%	303
2018 Q4	$28K	Buy	563 +115	+26%	+$6.21K	0.01%	348
2018 Q3	$26K	Sell	448 -2,038	-82%	-$119K	0.01%	335
2018 Q2	$143K	Sell	2,486 -517	-17%	-$31.1K	0.05%	129
2018 Q1	$184K	Sell	3,003 -288	-9%	-$18.3K	0.07%	116
2017 Q4	$212K	Buy	+3,291	New	+$213K	0.09%	109

Other funds holding BNS

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Legacy Financial Advisors's BNS Position: Q1 2026 in Review

Legacy Financial Advisors increased its Scotiabank (BNS) stake by 24% in Q1 2026, buying an estimated $78K and bringing the position to 5,491 shares worth $381K. The position accounts for 0.05% of the portfolio, ranked #277.

Legacy Financial Advisors first reported a position in BNS in Q4 2017 and has held it in 9 quarters since. 506 funds tracked by Wall St. Rank hold BNS as of Q1 2026.

Legacy Financial Advisors held 5,491 shares of Scotiabank worth $381K as of Q1 2026.
Legacy Financial Advisors bought 1,063 Scotiabank shares in Q1 2026, an estimated $78K.
Scotiabank made up 0.05% of Legacy Financial Advisors's portfolio in Q1 2026, its #277 holding.
Legacy Financial Advisors first reported a position in Scotiabank in Q4 2017 and has held it in 9 quarters since.
506 funds tracked by Wall St. Rank held Scotiabank as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.