Orion Portfolio Solutions’s Scotiabank BNS Stock Holding History

Orion Portfolio Solutions’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 Q1	$298K	Sell	6,280 -5,366	-46%	-$269K	﹤0.01%	1636
2024 Q4	$626K	Buy	11,646 +5,825	+100%	+$315K	0.01%	1263
2024 Q3	$317K	Buy	5,821 +979	+20%	+$47.5K	﹤0.01%	1508
2024 Q2	$221K	Sell	4,842 -847	-15%	-$40.1K	﹤0.01%	1597
2024 Q1	$295K	Buy	5,689 +752	+15%	+$36K	﹤0.01%	1470
2023 Q4	$237K	Sell	4,937 -794	-14%	-$35K	﹤0.01%	1504
2023 Q3	$261K	Sell	5,731 -1,460	-20%	-$70K	﹤0.01%	1446
2023 Q2	$360K	Buy	7,191 +309	+4%	+$15.3K	﹤0.01%	1339
2023 Q1	$347K	Buy	+6,882	New	+$353K	﹤0.01%	1286
2020 Q1	–	Sell	-2	Closed	–	–	1922
2019 Q4	$0	Buy	+2	New	+$114	﹤0.01%	1815

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Orion Portfolio Solutions's BNS Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Scotiabank (BNS) stake by 46% in Q1 2025, selling an estimated $269K and leaving 6,280 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #1636.

Orion Portfolio Solutions first reported a position in BNS in Q4 2019 and has held it in 10 quarters since. The position peaked at $626K in Q4 2024. 420 funds tracked by Wall St. Rank hold BNS as of Q1 2025.

Orion Portfolio Solutions held 6,280 shares of Scotiabank worth $298K as of Q1 2025.
Orion Portfolio Solutions sold 5,366 Scotiabank shares in Q1 2025, an estimated $269K.
Scotiabank made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1636 holding.
Orion Portfolio Solutions first reported a position in Scotiabank in Q4 2019 and has held it in 10 quarters since.
Orion Portfolio Solutions's Scotiabank position peaked at $626K in Q4 2024.
420 funds tracked by Wall St. Rank held Scotiabank as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.