Root Financial Partners
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
Q3 		$12K Buy
+132
New +$11.9K ﹤0.01% 1823
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

CIBC Asset Management
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Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Intact Investment Management
Intact Investment Management Montreal, Quebec, Canada $3.31B AUM 25.58% 1-Year Est. Return

Root Financial Partners's BNS Position: Q3 2026 in Review

Root Financial Partners opened a new position in Scotiabank (BNS) in Q3 2026: 132 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #1823 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BNS as recently as Q1 2026.

Root Financial Partners first reported a position in BNS in Q3 2025 and has held it in 4 quarters since. 238 funds tracked by Wall St. Rank hold BNS as of Q3 2026.

  • Root Financial Partners held 132 shares of Scotiabank worth $12K as of Q3 2026.
  • Scotiabank was a new Root Financial Partners position in Q3 2026.
  • Scotiabank made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1823 holding.
  • Root Financial Partners first reported a position in Scotiabank in Q3 2025 and has held it in 4 quarters since.
  • 238 funds tracked by Wall St. Rank held Scotiabank as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.