RFP
BNS icon

Root Financial Partners’s Scotiabank BNS Stock Holding History

Root Financial Partners’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 		$2.63K Buy
38
+19
+100% +$1.39K ﹤0.01% 2194
2025
Q4 		$1.4K Buy
19
+16
+533% +$1.09K ﹤0.01% 2048
2025
Q3 		$194 Buy
+3
New +$177 ﹤0.01% 2212

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

Root Financial Partners's BNS Position: Q1 2026 in Review

Root Financial Partners increased its Scotiabank (BNS) stake by 100% in Q1 2026, buying an estimated $1.39K and bringing the position to 38 shares worth $2.63K. The position accounts for ﹤0.01% of the portfolio, ranked #2194.

Root Financial Partners first reported a position in BNS in Q3 2025 and has held it in 3 quarters since. 506 funds tracked by Wall St. Rank hold BNS as of Q1 2026.

  • Root Financial Partners held 38 shares of Scotiabank worth $2.63K as of Q1 2026.
  • Root Financial Partners bought 19 Scotiabank shares in Q1 2026, an estimated $1.39K.
  • Scotiabank made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2194 holding.
  • Root Financial Partners first reported a position in Scotiabank in Q3 2025 and has held it in 3 quarters since.
  • 506 funds tracked by Wall St. Rank held Scotiabank as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.