PlanVest Financial’s Scotiabank BNS Stock Holding History

PlanVest 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	$77.1K	Hold	888	–	–	0.05%	179
2026 Q1	$61.5K	Buy	+888	New	+$65.1K	0.05%	186

Other funds holding BNS

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

PlanVest Financial's BNS Position: Q2 2026 in Review

PlanVest Financial held its Scotiabank (BNS) position steady in Q2 2026 at 888 shares worth $77.1K. The position accounts for 0.05% of the portfolio, ranked #179.

PlanVest Financial first reported a position in BNS in Q1 2026 and has held it in 2 quarters since. 524 funds tracked by Wall St. Rank hold BNS as of Q2 2026.

PlanVest Financial held 888 shares of Scotiabank worth $77.1K as of Q2 2026.
PlanVest Financial left its Scotiabank share count unchanged in Q2 2026.
Scotiabank made up 0.05% of PlanVest Financial's portfolio in Q2 2026, its #179 holding.
PlanVest Financial first reported a position in Scotiabank in Q1 2026 and has held it in 2 quarters since.
524 funds tracked by Wall St. Rank held Scotiabank as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.