SVB Wealth’s Scotiabank BNS Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-1,449	Closed	-$68.7K	–	673
2025 Q1	$68.7K	Buy	+1,449	New	+$72.7K	﹤0.01%	471
2021 Q4	–	Sell	-6,833	Closed	-$421K	–	830
2021 Q3	$421K	Buy	6,833 +1,331	+24%	+$83.3K	0.01%	659
2021 Q2	$358K	Buy	5,502 +1,568	+40%	+$101K	﹤0.01%	680
2021 Q1	$246K	Buy	+3,934	New	+$228K	﹤0.01%	772
2017 Q3	–	Sell	-18,200	Closed	-$1.09M	–	468
2017 Q2	$1.09M	Buy	18,200 +900	+5%	+$51.6K	0.04%	239
2017 Q1	$1.01M	Sell	17,300 -137	-0.8%	-$8.14K	0.04%	244
2016 Q4	$971K	Sell	17,437 -110	-0.6%	-$6K	0.04%	247
2016 Q3	$930K	Sell	17,547 -634	-3%	-$32.8K	0.04%	257
2016 Q2	$891K	Sell	18,181 -656	-3%	-$32.2K	0.04%	266
2016 Q1	$901K	Sell	18,837 -496	-3%	-$20.3K	0.04%	270
2015 Q4	$765K	Sell	19,333 -14,396	-43%	-$621K	0.03%	306
2015 Q3	$1.44M	Sell	33,729 -27,669	-45%	-$1.24M	0.06%	249
2015 Q2	$3.03M	Buy	61,398 +2,576	+4%	+$131K	0.1%	186
2015 Q1	$2.8M	Buy	58,822 +12,868	+28%	+$628K	0.09%	196
2014 Q4	$2.48M	Buy	+45,954	New	+$2.59M	0.08%	212

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 Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

SVB Wealth's BNS Position: Q2 2025 in Review

SVB Wealth sold out of Scotiabank (BNS) in Q2 2025, closing a stake of 1,449 shares — an estimated $68.7K sold.

SVB Wealth first reported a position in BNS in Q4 2014 and held it in 15 quarters. The position peaked at $3.03M in Q2 2015. 434 funds tracked by Wall St. Rank hold BNS as of Q2 2025.

SVB Wealth reported no remaining Scotiabank position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 1,449 Scotiabank shares in Q2 2025, an estimated $68.7K.
SVB Wealth first reported a position in Scotiabank in Q4 2014 and held it in 15 quarters.
SVB Wealth's Scotiabank position peaked at $3.03M in Q2 2015.
434 funds tracked by Wall St. Rank held Scotiabank as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.