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 Q2	–	Sell	-38	Closed	-$2.63K	–	783
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 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

Root Financial Partners's BNS Position: Q2 2026 in Review

Root Financial Partners sold out of Scotiabank (BNS) in Q2 2026, closing a stake of 38 shares — an estimated $2.63K sold.

Root Financial Partners first reported a position in BNS in Q3 2025 and held it in 3 quarters. The position peaked at $2.63K in Q1 2026. 534 funds tracked by Wall St. Rank hold BNS as of Q2 2026.

Root Financial Partners reported no remaining Scotiabank position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 38 Scotiabank shares in Q2 2026, an estimated $2.63K.
Root Financial Partners first reported a position in Scotiabank in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Scotiabank position peaked at $2.63K in Q1 2026.
534 funds tracked by Wall St. Rank held Scotiabank as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.