SBF
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Sara-Bay Financial’s Scotiabank BNS Stock Holding History

Sara-Bay 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 		$383K Hold
4,410
– – 0.1% 64
2026
Q1 		$306K Sell
4,410
-445
-9% -$32.6K 0.09% 65
2025
Q4 		$359K Hold
4,855
– – 0.11% 64
2025
Q3 		$314K Hold
4,855
– – 0.09% 65
2025
Q2 		$268K Sell
4,855
-166
-3% -$8.45K 0.1% 67
2025
Q1 		$240K Buy
5,021
+294
+6% +$14.8K 0.11% 72
2024
Q4 		$255K Sell
4,727
-108
-2% -$5.83K 0.09% 78
2024
Q3 		$263K Sell
4,835
-924
-16% -$44.8K 0.1% 77
2024
Q2 		$263K Buy
5,759
+809
+16% +$38.3K 0.11% 76
2024
Q1 		$249K Hold
4,950
– – 0.11% 75
2023
Q4 		$241K Sell
4,950
-32
-0.6% -$1.41K 0.12% 75
2023
Q3 		$227K Hold
4,982
– – 0.12% 71
2023
Q2 		$249K Buy
+4,982
New +$247K 0.12% 68
2023
Q1 		– Sell
-5,838
Closed -$286K – 78
2022
Q4 		$286K Hold
5,838
– – 0.16% 68
2022
Q3 		$278K Hold
5,838
– – 0.15% 66
2022
Q2 		$346K Buy
5,838
+517
+10% +$33.5K 0.17% 60
2022
Q1 		$382K Buy
5,321
+626
+13% +$45.4K 0.15% 59
2021
Q4 		$337K Buy
4,695
+464
+11% +$30.7K 0.1% 63
2021
Q3 		$260K Hold
4,231
– – 0.1% 64
2021
Q2 		$275K Buy
4,231
+111
+3% +$7.18K 0.1% 66
2021
Q1 		$258K Buy
4,120
+350
+9% +$20.3K 0.11% 67
2020
Q4 		$204K Buy
+3,770
New +$179K 0.09% 74

Other funds holding BNS

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Sara-Bay Financial's BNS Position: Q2 2026 in Review

Sara-Bay Financial held its Scotiabank (BNS) position steady in Q2 2026 at 4,410 shares worth $383K. The position accounts for 0.1% of the portfolio, ranked #64.

Sara-Bay Financial first reported a position in BNS in Q4 2020 and has held it in 22 quarters since. 121 funds tracked by Wall St. Rank hold BNS as of Q2 2026.

  • Sara-Bay Financial held 4,410 shares of Scotiabank worth $383K as of Q2 2026.
  • Sara-Bay Financial left its Scotiabank share count unchanged in Q2 2026.
  • Scotiabank made up 0.1% of Sara-Bay Financial's portfolio in Q2 2026, its #64 holding.
  • Sara-Bay Financial first reported a position in Scotiabank in Q4 2020 and has held it in 22 quarters since.
  • 121 funds tracked by Wall St. Rank held Scotiabank as of Q2 2026.

Based on Sara-Bay Financial's 13F filing for Q2 2026, filed 17 Jul 2026.