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Mount Yale Investment Advisors’s Scotiabank BNS Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-22
Closed -$1.22K – 786
2025
Q2 		$1.22K Buy
+22
New +$1.12K ﹤0.01% 1378

Other funds holding BNS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Mount Yale Investment Advisors's BNS Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Scotiabank (BNS) in Q3 2025, closing a stake of 22 shares — an estimated $1.22K sold.

Mount Yale Investment Advisors first reported a position in BNS in Q2 2025 and held it in 1 quarter. The position peaked at $1.22K in Q2 2025. 460 funds tracked by Wall St. Rank hold BNS as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Scotiabank position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 22 Scotiabank shares in Q3 2025, an estimated $1.22K.
  • Mount Yale Investment Advisors first reported a position in Scotiabank in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Scotiabank position peaked at $1.22K in Q2 2025.
  • 460 funds tracked by Wall St. Rank held Scotiabank as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.