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Lorne Steinberg Wealth Management’s Scotiabank BNS Stock Holding History

Lorne Steinberg Wealth Management’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 		$7.8M Sell
112,543
-57,159
-34% -$4.19M 1.85% 28
2025
Q4 		$12.5M Sell
169,702
-3,775
-2% -$257K 2.88% 7
2025
Q3 		$11.2M Buy
173,477
+4,486
+3% +$264K 2.7% 9
2025
Q2 		$9.35M Buy
168,991
+10,045
+6% +$511K 2.44% 14
2025
Q1 		$7.54M Buy
158,946
+1,518
+1% +$76.2K 2.2% 14
2024
Q4 		$8.45M Buy
157,428
+1,398
+0.9% +$75.5K 2.45% 13
2024
Q3 		$8.5M Buy
156,030
+10,870
+7% +$527K 2.46% 10
2024
Q2 		$6.64M Buy
145,160
+379
+0.3% +$18K 2.14% 17
2024
Q1 		$7.49M Buy
144,781
+9,532
+7% +$457K 2.34% 16
2023
Q4 		$6.59M Buy
135,249
+9,694
+8% +$427K 2.21% 15
2023
Q3 		$5.66M Buy
125,555
+7,274
+6% +$349K 2.18% 16
2023
Q2 		$5.92M Buy
118,281
+6,154
+5% +$305K 2.23% 15
2023
Q1 		$5.64M Buy
112,127
+12,047
+12% +$618K 2.25% 15
2022
Q4 		$4.9M Buy
100,080
+2,791
+3% +$138K 2.11% 18
2022
Q3 		$4.66M Buy
97,289
+852
+0.9% +$48.7K 2.26% 17
2022
Q2 		$5.7M Buy
96,437
+1,540
+2% +$99.9K 2.68% 10
2022
Q1 		$6.8M Sell
94,897
-84,589
-47% -$6.14M 3.14% 7
2021
Q4 		$12.7M Buy
179,486
+92,388
+106% +$6.11M 5.45% 1
2021
Q3 		$5.33M Buy
87,098
+6,032
+7% +$377K 2.58% 16
2021
Q2 		$5.27M Sell
81,066
-1,090
-1% -$70.5K 2.59% 17
2021
Q1 		$5.14M Buy
82,156
+8,026
+11% +$465K 2.72% 13
2020
Q4 		$4.02M Buy
+74,130
New +$3.51M 2.5% 20

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Lorne Steinberg Wealth Management's BNS Position: Q1 2026 in Review

Lorne Steinberg Wealth Management reduced its Scotiabank (BNS) stake by 34% in Q1 2026, selling an estimated $4.19M and leaving 112,543 shares worth $7.8M. The position accounts for 1.85% of the portfolio, ranked #28.

Lorne Steinberg Wealth Management first reported a position in BNS in Q4 2020 and has held it in 22 quarters since. The position peaked at $12.7M in Q4 2021. 505 funds tracked by Wall St. Rank hold BNS as of Q1 2026.

  • Lorne Steinberg Wealth Management held 112,543 shares of Scotiabank worth $7.8M as of Q1 2026.
  • Lorne Steinberg Wealth Management sold 57,159 Scotiabank shares in Q1 2026, an estimated $4.19M.
  • Scotiabank made up 1.85% of Lorne Steinberg Wealth Management's portfolio in Q1 2026, its #28 holding.
  • Lorne Steinberg Wealth Management first reported a position in Scotiabank in Q4 2020 and has held it in 22 quarters since.
  • Lorne Steinberg Wealth Management's Scotiabank position peaked at $12.7M in Q4 2021.
  • 505 funds tracked by Wall St. Rank held Scotiabank as of Q1 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.