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WCG Wealth Advisors’s Scotiabank BNS Stock Holding History

WCG Wealth 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 		$780K Sell
11,258
-887
-7% -$65K 0.02% 407
2025
Q4 		$895K Buy
+12,145
New +$826K 0.03% 371

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

WCG Wealth Advisors's BNS Position: Q1 2026 in Review

WCG Wealth Advisors reduced its Scotiabank (BNS) stake by 7.3% in Q1 2026, selling an estimated $65K and leaving 11,258 shares worth $780K. The position accounts for 0.02% of the portfolio, ranked #407.

WCG Wealth Advisors first reported a position in BNS in Q4 2025 and has held it in 2 quarters since. The position peaked at $895K in Q4 2025. 505 funds tracked by Wall St. Rank hold BNS as of Q1 2026.

  • WCG Wealth Advisors held 11,258 shares of Scotiabank worth $780K as of Q1 2026.
  • WCG Wealth Advisors sold 887 Scotiabank shares in Q1 2026, an estimated $65K.
  • Scotiabank made up 0.02% of WCG Wealth Advisors's portfolio in Q1 2026, its #407 holding.
  • WCG Wealth Advisors first reported a position in Scotiabank in Q4 2025 and has held it in 2 quarters since.
  • WCG Wealth Advisors's Scotiabank position peaked at $895K in Q4 2025.
  • 505 funds tracked by Wall St. Rank held Scotiabank as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.