Avanza Fonder AB BNS — BANK NOVA SCOTIA HALIFAX

Ownership history in Avanza Fonder AB  ·  6 quarters on record

AI Ownership Summary

Avanza Fonder AB reported BANK NOVA SCOTIA HALIFAX (BNS) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.23% in 2026 Q1. The latest visible filing shows BNS at 0.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BNS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Avanza Fonder AB's position in BANK NOVA SCOTIA HALIFAX, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BNS was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BNS stock page Avanza Fonder AB fund profile Avanza Fonder AB full holdings
How Avanza Fonder AB held BNS — position size vs. price
% of Fund (quarterly)    BNS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 86,882 +7,420 +9.3% 0.23% $8.4M 2026-04-15 $75.36
2025 Q4 UNCHANGED — — — 79,462 — 0% 0.20% $8.0M 2026-01-12 $72.36
2025 Q3 UNCHANGED — — — 79,462 — 0% 0.19% $7.2M 2025-10-16 $63.98
2025 Q2 ADDED — — — 79,462 +8,169 +11.5% 0.18% $6.0M 2025-07-14 $54.58
2025 Q1 REDUCED 12.8% +18.4% ❌ 71,293 -10,500 -12.8% 0.16% $4.9M 2025-04-15 $46.21
2024 Q4 INITIATED — — — 81,793 — — 0.19% $6.3M 2025-01-15 $50.25

🏢 Other funds also holding BNS

As of 2026 Q1 — sorted by position size

Value Partners Investments Inc. 3Y 4.28% Cardinal Capital Management, Inc. 3Y 7Y 3.77% Eldred Rock Partners, LLC 3.63% Gold Investment Management Ltd. 2.97% Addenda Capital Inc. 3Y 7Y 2.92% Marathon Asset Management Ltd 3Y 2.89% Keystone Financial Planning, Inc. 3Y 7Y 2.58% Triasima Portfolio Management inc. 3Y 1.34% Pathway Financial Advisers, LLC 1.27% LOUISBOURG INVESTMENTS INC. 1.17%

FAQ About Avanza Fonder AB and BNS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Avanza Fonder AB reported owning BNS?

Avanza Fonder AB reported BNS across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported BNS position in Avanza Fonder AB's portfolio?

The largest reported portfolio weight for BNS was 0.23% in 2026 Q1.

What is the latest reported BNS position on this page?

The most recent filing on this page is 2026 Q1, when Avanza Fonder AB reported 86,882 shares, equal to 0.23% of portfolio, with an estimated market value of $8.4M.

What does the chart on this BNS ownership page compare?

The chart compares Avanza Fonder AB's quarterly BNS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Avanza Fonder AB time their BNS position?

Based on 13F filing dates vs. subsequent BNS price moves, Avanza Fonder AB correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on BNS relative to SPY over the holding period was +19.6%.

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