UCFA
BNS icon

United Capital Financial Advisors’s Scotiabank BNS Stock Holding History

United Capital Financial Advisors’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 		$202K Sell
2,917
-11
-0.4% -$807 ﹤0.01% 1552
2025
Q4 		$216K Buy
+2,928
New +$199K ﹤0.01% 1299
2022
Q3 		– Sell
-4,006
Closed -$237K – 1088
2022
Q2 		$237K Buy
+4,006
New +$260K ﹤0.01% 1008
2020
Q1 		– Sell
-12,205
Closed -$689K – 1211
2019
Q4 		$689K Buy
+12,205
New +$694K ﹤0.01% 902
2019
Q3 		– Sell
-9,328
Closed -$507K – 1334
2019
Q2 		$507K Buy
9,328
+3,733
+67% +$199K ﹤0.01% 1044
2019
Q1 		$298K Buy
5,595
+919
+20% +$50.4K ﹤0.01% 1126
2018
Q4 		$233K Buy
+4,676
New +$252K ﹤0.01% 1153
2018
Q2 		– Sell
-3,490
Closed -$215K – 1311
2018
Q1 		$215K Buy
3,490
+315
+10% +$20K ﹤0.01% 1213
2017
Q4 		$205K Buy
+3,175
New +$206K ﹤0.01% 1236
2015
Q3 		– Sell
-6,867
Closed -$339K – 1250
2015
Q2 		$339K Sell
6,867
-20,709
-75% -$1.06M ﹤0.01% 1046
2015
Q1 		$1.44M Sell
27,576
-1,165
-4% -$56.9K 0.02% 643
2014
Q4 		$1.55M Buy
28,741
+21,999
+326% +$1.24M 0.02% 536
2014
Q3 		$391K Buy
+6,742
New +$420K 0.01% 861
2014
Q2 		– Sell
-6,021
Closed -$325K – 805
2014
Q1 		$325K Buy
+6,021
New +$322K 0.01% 762

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

United Capital Financial Advisors's BNS Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Scotiabank (BNS) stake by 0.38% in Q1 2026, selling an estimated $807 and leaving 2,917 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #1552.

United Capital Financial Advisors first reported a position in BNS in Q1 2014 and has held it in 14 quarters since. The position peaked at $1.55M in Q4 2014. 506 funds tracked by Wall St. Rank hold BNS as of Q1 2026.

  • United Capital Financial Advisors held 2,917 shares of Scotiabank worth $202K as of Q1 2026.
  • United Capital Financial Advisors sold 11 Scotiabank shares in Q1 2026, an estimated $807.
  • Scotiabank made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1552 holding.
  • United Capital Financial Advisors first reported a position in Scotiabank in Q1 2014 and has held it in 14 quarters since.
  • United Capital Financial Advisors's Scotiabank position peaked at $1.55M in Q4 2014.
  • 506 funds tracked by Wall St. Rank held Scotiabank as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.