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LifeSteps Financial’s Scotiabank BNS Stock Holding History

LifeSteps Financial’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 		$26.1K Buy
+300
New +$23.6K 0.01% 275
2024
Q2 		– Sell
-300
Closed -$15.5K – 123
2024
Q1 		$15.5K Buy
+300
New +$14.4K 0.01% 259

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
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

LifeSteps Financial's BNS Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Scotiabank (BNS) in Q2 2026: 300 shares worth $26.1K. The stake represents 0.01% of the portfolio and ranks #275 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in BNS as recently as Q1 2024.

LifeSteps Financial first reported a position in BNS in Q1 2024 and has held it in 2 quarters since. 68 funds tracked by Wall St. Rank hold BNS as of Q2 2026.

  • LifeSteps Financial held 300 shares of Scotiabank worth $26.1K as of Q2 2026.
  • Scotiabank was a new LifeSteps Financial position in Q2 2026.
  • Scotiabank made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #275 holding.
  • LifeSteps Financial first reported a position in Scotiabank in Q1 2024 and has held it in 2 quarters since.
  • 68 funds tracked by Wall St. Rank held Scotiabank as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.