LOUISBOURG INVESTMENTS INC. BNS — BANK OF NOVA SCOTIA

Ownership history in LOUISBOURG INVESTMENTS INC.  ·  7 quarters on record

AI Ownership Summary

LOUISBOURG INVESTMENTS INC. reported BANK OF NOVA SCOTIA (BNS) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 2.66% in 2024 Q4. The latest visible filing shows BNS at 1.00% 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 LOUISBOURG INVESTMENTS INC.'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
2026 Q2

BNS was reported at 1.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.66% in 2024 Q4

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 Q2

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 LOUISBOURG INVESTMENTS INC. fund profile LOUISBOURG INVESTMENTS INC. full holdings
How LOUISBOURG INVESTMENTS INC. 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 62,704 -26,814 -30.0% 1.00% $5.4M 2026-07-23 $86.61
2026 Q1 ADDED — — — 89,518 +12,283 +15.9% 1.17% $6.2M 2026-04-22 $74.45
2025 Q4 REDUCED 25.1% -5.9% ✅ 77,235 -25,929 -25.1% 1.14% $5.7M 2026-01-16 $72.79
2025 Q3 REDUCED 12.0% +14.3% ❌ 103,164 -14,128 -12.0% 1.46% $6.7M 2025-10-09 $62.96
2025 Q2 REDUCED 35.5% +18.9% ❌ 117,292 -64,461 -35.5% 1.53% $6.5M 2025-07-24 $56.19
2025 Q1 ADDED — — — 181,753 +1,717 +1.0% 2.34% $8.6M 2025-04-17 $46.35
2024 Q4 INITIATED — — — 180,036 — — 2.66% $8.8M 2025-01-29 $49.92

🏢 Other funds also holding BNS

As of 2026 Q2 — sorted by position size

MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 3Y 7Y 5.55% Guardian Partners Inc. 4.28% Cardinal Capital Management, Inc. 3Y 7Y 4.24% Value Partners Investments Inc. 3Y 4.12% Eldred Rock Partners, LLC 3.83% Addenda Capital Inc. 3Y 7Y 3.62% Keystone Financial Planning, Inc. 3Y 7Y 3.06% TD Waterhouse Canada Inc. 2.08% Lorne Steinberg Wealth Management Inc. 3Y 2.08% Kepler Cheuvreux (Suisse) SA 1.63%

FAQ About LOUISBOURG INVESTMENTS INC. and BNS

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

How long has LOUISBOURG INVESTMENTS INC. reported owning BNS?

LOUISBOURG INVESTMENTS INC. reported BNS across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported BNS position in LOUISBOURG INVESTMENTS INC.'s portfolio?

The largest reported portfolio weight for BNS was 2.66% in 2024 Q4.

What is the latest reported BNS position on this page?

The most recent filing on this page is 2026 Q2, when LOUISBOURG INVESTMENTS INC. reported 62,704 shares, equal to 1.00% of portfolio, with an estimated market value of $5.4M.

What does the chart on this BNS ownership page compare?

The chart compares LOUISBOURG INVESTMENTS INC.'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 LOUISBOURG INVESTMENTS INC. time their BNS position?

Based on 13F filing dates vs. subsequent BNS price moves, LOUISBOURG INVESTMENTS INC. correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on BNS relative to SPY over the holding period was +25.0%.

← Back to LOUISBOURG INVESTMENTS INC. Holdings