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Venturi Wealth Management’s Scotiabank BNS Stock Holding History

Venturi Wealth Management’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 		$301K Sell
3,465
-3
-0.1% -$236 0.01% 502
2026
Q1 		$240K Buy
3,468
+537
+18% +$39.4K 0.01% 527
2025
Q4 		$216K Buy
+2,931
New +$199K 0.01% 540
2025
Q1 		– Sell
-92
Closed -$4.94K – 730
2024
Q4 		$4.94K Buy
92
+38
+70% +$2.05K ﹤0.01% 1674
2024
Q3 		$2.94K Buy
+54
New +$2.62K ﹤0.01% 1600

Other funds holding BNS

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
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
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
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return

Venturi Wealth Management's BNS Position: Q2 2026 in Review

Venturi Wealth Management reduced its Scotiabank (BNS) stake by 0.09% in Q2 2026, selling an estimated $236 and leaving 3,465 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #502.

Venturi Wealth Management first reported a position in BNS in Q3 2024 and has held it in 5 quarters since. 77 funds tracked by Wall St. Rank hold BNS as of Q2 2026.

  • Venturi Wealth Management held 3,465 shares of Scotiabank worth $301K as of Q2 2026.
  • Venturi Wealth Management sold 3 Scotiabank shares in Q2 2026, an estimated $236.
  • Scotiabank made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #502 holding.
  • Venturi Wealth Management first reported a position in Scotiabank in Q3 2024 and has held it in 5 quarters since.
  • 77 funds tracked by Wall St. Rank held Scotiabank as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.