BNS β€” Bank of Nova Scotia

Ownership history in Cumberland Partners Ltd  Β·  51 quarters on record

AI Ownership Summary

Cumberland Partners Ltd reported Bank of Nova Scotia (BNS) in 51 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.5% in 2025 Q4. The latest visible filing shows BNS at 2.50% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BNS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cumberland Partners Ltd's position in Bank of Nova Scotia, 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
2025 Q4

BNS was reported at 2.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.5% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

How Cumberland Partners Ltd held BNS β€” position size vs. price
% of Fund (quarterly)    BNS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 552,819 +260,759 +89.3% 2.50% $40.8M 2026-02-14 (Est.) $75.70
2025 Q3 ADDED 292,060 +247,829 +560.3% 1.23% $18.9M 2025-11-07 $66.70
2025 Q2 REDUCED 44,231 -120 -0.3% 0.17% $2.4M 2025-08-12 $56.41
2025 Q1 REDUCED 44,351 -1,332 -2.9% 0.16% $2.1M 2025-05-09 $49.52
2024 Q4 REDUCED 45,683 -30,347 -39.9% 0.17% $2.4M 2025-02-03 $48.00
2024 Q3 ADDED 76,030 +451 +0.6% 0.29% $4.1M 2024-11-05 $50.84
2024 Q2 REDUCED 75,579 -951 -1.2% 0.25% $3.5M 2024-08-13 $42.92
2024 Q1 REDUCED 76,530 -32,235 -29.6% 0.29% $4.0M 2024-05-09 $44.44
2023 Q4 ADDED 108,765 +15 +0.0% 0.45% $4.9M 2024-02-01 $43.27
42 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding BNS

As of 2026 Q1 β€” sorted by position size

Hickory Point Bank & Trust 0.0% Coastline Trust Co 3Y 7Y 0.0%

FAQ About Cumberland Partners Ltd and BNS

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

How long has Cumberland Partners Ltd reported owning BNS?

Cumberland Partners Ltd reported BNS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BNS position in Cumberland Partners Ltd's portfolio?

The largest reported portfolio weight for BNS was 2.50% in 2025 Q4.

What is the latest reported BNS position on this page?

The most recent filing on this page is 2025 Q4, when Cumberland Partners Ltd reported 552,819 shares, equal to 2.50% of portfolio, with an estimated market value of $40.8M.

What does the chart on this BNS ownership page compare?

The chart compares Cumberland Partners Ltd'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.

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