MassMutual Private Wealth & Trust, FSB BNS — BANK OF NOVA SCOTIA

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  25 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported BANK OF NOVA SCOTIA (BNS) in 25 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows BNS at 0.00% 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. 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 MassMutual Private Wealth & Trust, FSB'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 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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 Q1 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 MassMutual Private Wealth & Trust, FSB fund profile MassMutual Private Wealth & Trust, FSB full holdings
How MassMutual Private Wealth & Trust, FSB 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 478 -48 -9.1% 0.00% $42K 2026-07-02 $85.40
2026 Q1 REDUCED 39.5% +24.9% ❌ 526 -343 -39.5% 0.00% $36K 2026-04-13 $73.72
2025 Q4 REDUCED — — — 869 -22 -2.5% 0.00% $64K 2026-01-07 $72.03
2025 Q3 ADDED — — — 891 +28 +3.2% 0.00% $58K 2025-10-22 $64.18
2025 Q2 REDUCED 14.0% +18.9% ❌ 863 -140 -14.0% 0.00% $48K 2025-07-09 $54.79
2025 Q1 REDUCED 14.7% +18.4% ❌ 1,003 -173 -14.7% 0.00% $48K 2025-04-01 $46.19
2024 Q4 ADDED — — — 1,176 +172 +17.1% 0.00% $63K 2025-01-16 $50.16
2024 Q3 ADDED — — — 1,004 +70 +7.5% 0.00% $55K 2024-10-02 $50.90
2024 Q2 ADDED — — — 934 +42 +4.7% 0.00% $43K 2024-07-02 $42.46
2024 Q1 ADDED — — — 892 +151 +20.4% 0.00% $46K 2024-04-09 $46.78
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BNS

As of 2026 Q2 — sorted by position size

Versant Capital Management, Inc 3Y 7Y 0.08% EASTERN BANK 3Y 7Y 0.0% Noble Wealth Management PBC 0.0%

FAQ About MassMutual Private Wealth & Trust, FSB and BNS

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

How long has MassMutual Private Wealth & Trust, FSB reported owning BNS?

MassMutual Private Wealth & Trust, FSB reported BNS across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported BNS position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for BNS was 0.00% in 2024 Q4.

What is the latest reported BNS position on this page?

The most recent filing on this page is 2026 Q2, when MassMutual Private Wealth & Trust, FSB reported 478 shares, equal to 0.00% of portfolio, with an estimated market value of $42K.

What does the chart on this BNS ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB'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 MassMutual Private Wealth & Trust, FSB time their BNS position?

Based on 13F filing dates vs. subsequent BNS price moves, MassMutual Private Wealth & Trust, FSB correctly timed 8 out of 22 reported position changes (36%). The annualised alpha on BNS relative to SPY over the holding period was -1.8%.

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