MBI
BNS icon

Montrusco Bolton Investments’s Scotiabank BNS Stock Holding History

Montrusco Bolton Investments’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 		$26.6M Buy
+305,579
New +$24.1M 0.41% 40
2023
Q2 		– Sell
-170,021
Closed -$8.55M – 67
2023
Q1 		$8.55M Sell
170,021
-812,379
-83% -$41.7M 0.18% 47
2022
Q4 		$48.1M Buy
982,400
+234,558
+31% +$11.6M 1.12% 36
2022
Q3 		$35.8M Sell
747,842
-344,325
-32% -$19.7M 0.94% 39
2022
Q2 		$64.5M Sell
1,092,167
-272,768
-20% -$17.7M 1.72% 27
2022
Q1 		$97.9M Sell
1,364,935
-312,939
-19% -$22.7M 2.26% 24
2021
Q4 		$119M Sell
1,677,874
-39,958
-2% -$2.64M 2.8% 15
2021
Q3 		$106M Buy
1,717,832
+44,088
+3% +$2.76M 2.88% 10
2021
Q2 		$109M Buy
1,673,744
+228,912
+16% +$14.8M 3.27% 8
2021
Q1 		$90.4M Buy
1,444,832
+473,964
+49% +$27.5M 2.95% 9
2020
Q4 		$52.4M Buy
970,868
+38,193
+4% +$1.81M 2.31% 18
2020
Q3 		$38.6M Buy
932,675
+17,834
+2% +$748K 1.94% 25
2020
Q2 		$37.6M Buy
914,841
+702,761
+331% +$28.1M 2.15% 22
2020
Q1 		$8.56M Sell
212,080
-1,557,264
-88% -$78.7M 0.67% 40
2019
Q4 		$100M Buy
1,769,344
+316,359
+22% +$18M 5.76% 3
2019
Q3 		$83.5M Buy
1,452,985
+268,128
+23% +$14.4M 4.92% 4
2019
Q2 		$63.8M Sell
1,184,857
-11,056
-0.9% -$591K 4.15% 6
2019
Q1 		$65.6M Sell
1,195,913
-584,750
-33% -$32M 4.21% 6
2018
Q4 		$88.7M Sell
1,780,663
-621,409
-26% -$33.5M 5.98% 3
2018
Q3 		$143M Buy
2,402,072
+151,903
+7% +$8.87M 8.75% 2
2018
Q2 		$127M Buy
2,250,169
+565,781
+34% +$34.1M 8.79% 3
2018
Q1 		$104M Sell
1,684,388
-1,108,473
-40% -$70.3M 7.49% 3
2017
Q4 		$181M Buy
2,792,861
+100,763
+4% +$6.52M 9.89% 2
2017
Q3 		$173M Buy
2,692,098
+108,128
+4% +$6.72M 9.14% 2
2017
Q2 		$155M Buy
2,583,970
+48,168
+2% +$2.76M 8.54% 2
2017
Q1 		$148M Buy
2,535,802
+245,074
+11% +$14.6M 8.36% 2
2016
Q4 		$128M Buy
2,290,728
+490,186
+27% +$26.7M 7.03% 3
2016
Q3 		$95.2M Buy
1,800,542
+520,263
+41% +$26.9M 5.88% 6
2016
Q2 		$62.4M Buy
1,280,279
+928,974
+264% +$45.7M 3.98% 7
2016
Q1 		$16.9M Sell
351,305
-120,572
-26% -$4.94M 1.4% 18
2015
Q4 		$18.6M Sell
471,877
-213,769
-31% -$9.23M 1.61% 22
2015
Q3 		$29.1M Buy
685,646
+80,420
+13% +$3.62M 2.49% 11
2015
Q2 		$29.9M Sell
605,226
-60,680
-9% -$3.09M 2.21% 15
2015
Q1 		$31.6M Sell
665,906
-676,983
-50% -$33.1M 2.34% 14
2014
Q4 		$72.8M Sell
1,342,889
-428,138
-24% -$24.1M 5.23% 3
2014
Q3 		$103M Sell
1,771,027
-62,440
-3% -$3.89M 6.88% 2
2014
Q2 		$115M Buy
1,833,467
+26,203
+1% +$1.51M 7.2% 2
2014
Q1 		$97.4M Buy
1,807,264
+307,933
+21% +$16.5M 6.89% 2
2013
Q4 		$87.1M Buy
1,499,331
+135,558
+10% +$7.6M 6.13% 2
2013
Q3 		$72.7M Sell
1,363,773
-25,167
-2% -$1.31M 5.44% 3
2013
Q2 		$68.8M Buy
+1,388,940
New +$72.9M 5.54% 3

Other funds holding BNS

TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Montrusco Bolton Investments's BNS Position: Q2 2026 in Review

Montrusco Bolton Investments opened a new position in Scotiabank (BNS) in Q2 2026: 305,579 shares worth $26.6M. The stake represents 0.41% of the portfolio and ranks #40 among its holdings. This is a return to the name: Montrusco Bolton Investments previously reported a position in BNS as recently as Q1 2023.

Montrusco Bolton Investments first reported a position in BNS in Q2 2013 and has held it in 41 quarters since. The position peaked at $181M in Q4 2017. 266 funds tracked by Wall St. Rank hold BNS as of Q2 2026.

  • Montrusco Bolton Investments held 305,579 shares of Scotiabank worth $26.6M as of Q2 2026.
  • Scotiabank was a new Montrusco Bolton Investments position in Q2 2026.
  • Scotiabank made up 0.41% of Montrusco Bolton Investments's portfolio in Q2 2026, its #40 holding.
  • Montrusco Bolton Investments first reported a position in Scotiabank in Q2 2013 and has held it in 41 quarters since.
  • Montrusco Bolton Investments's Scotiabank position peaked at $181M in Q4 2017.
  • 266 funds tracked by Wall St. Rank held Scotiabank as of Q2 2026.

Based on Montrusco Bolton Investments's 13F filing for Q2 2026, filed 21 Jul 2026.