Scheer, Rowlett & Associates Investment Management Ltd. BNS BANK NOVA SCOTIA HALIFAX

Ownership history in Scheer, Rowlett & Associates Investment Management Ltd.  ·  73 quarters on record

AI Ownership Summary

Scheer, Rowlett & Associates Investment Management Ltd. reported BANK NOVA SCOTIA HALIFAX (BNS) in 73 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 5.74% in 2024 Q1. The latest visible filing shows BNS at 4.76% 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 Scheer, Rowlett & Associates Investment Management Ltd.'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
2025 Q4

BNS was reported at 4.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.74% in 2024 Q1

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 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 Scheer, Rowlett & Associates Investment Management Ltd. 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 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 19.4% -5.9% 940,485 -226,098 -19.4% 4.76% $69.4M 2026-02-10 $77.06
2025 Q3 REDUCED 1,166,583 -21,793 -1.8% 4.50% $75.4M 2025-11-13 $66.65
2025 Q2 ADDED 1,188,376 +33,800 +2.9% 4.26% $65.8M 2025-08-07 $55.25
2025 Q1 REDUCED 17.3% +18.4% 1,154,576 -241,609 -17.3% 4.06% $54.8M 2025-05-12 $49.36
2024 Q4 REDUCED 1,396,185 -72,485 -4.9% 5.46% $74.9M 2025-02-07 $48.93
2024 Q3 REDUCED 1,468,670 -24,277 -1.6% 5.58% $80.0M 2024-11-08 $51.13
2024 Q2 REDUCED 1,492,947 -7,850 -0.5% 5.23% $68.3M 2024-08-08 $42.92
2024 Q1 REDUCED 1,500,797 -76,086 -4.8% 5.74% $77.7M 2024-05-09 $44.03
65 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Scheer, Rowlett & Associates Investment Management 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 Scheer, Rowlett & Associates Investment Management Ltd. reported owning BNS?

Scheer, Rowlett & Associates Investment Management Ltd. reported BNS across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported BNS position in Scheer, Rowlett & Associates Investment Management Ltd.'s portfolio?

The largest reported portfolio weight for BNS was 5.74% in 2024 Q1.

What is the latest reported BNS position on this page?

The most recent filing on this page is 2025 Q4, when Scheer, Rowlett & Associates Investment Management Ltd. reported 940,485 shares, equal to 4.76% of portfolio, with an estimated market value of $69.4M.

What does the chart on this BNS ownership page compare?

The chart compares Scheer, Rowlett & Associates Investment Management 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.

How well did Scheer, Rowlett & Associates Investment Management Ltd. time their BNS position?

Based on 13F filing dates vs. subsequent BNS price moves, Scheer, Rowlett & Associates Investment Management Ltd. correctly timed 25 out of 51 reported position changes (49%). The annualised alpha on BNS relative to SPY over the holding period was -3.6%.

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