Lorne Steinberg Wealth Management Inc.
Position in BNS — Bank Of Nova Scotia
CIK 1851362
MONTREAL, QUEBEC, Z4
Position in BNS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$10,117,902
+$2,317,547 QoQ
Shares Held
116,512
+3.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
2.11%
of 13F equity value
Holder Rank
#144
of 531 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BNS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Lorne Steinberg Wealth Management Inc. holds $105,558,601 across 8 Banks - Diversified names. BNS ranks #6 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
132,522 | $27,428,078 | |
| 2 | TD |
Toronto Dominion Bank
|
162,268 | $19,704,203 | |
| 3 | BMO |
Bank Of Montreal /Can/
|
101,991 | $18,021,809 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
146,592 | $16,858,080 | |
| 5 | JPM |
Jpmorgan Chase & Co
|
39,408 | $12,899,420 | |
| 6 | BNS |
Bank Of Nova Scotia
This page
|
116,512 | $10,117,902 | |
| 7 | ING |
Ing Groep NV
|
10,250 | $321,645 | |
| 8 | BAC |
Bank Of America Corp /De/
|
3,641 | $207,464 |
All Filings in BNS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,117,902 | 116,512 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $7,800,355 | 112,543 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $12,505,340 | 169,702 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $11,215,288 | 173,477 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $9,340,132 | 168,991 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $7,538,808 | 158,946 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $8,457,032 | 157,428 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $8,502,074 | 156,030 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $6,636,715 | 145,160 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $7,496,760 | 144,781 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $6,585,273 | 135,249 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $5,724,052 | 125,555 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $5,918,781 | 118,281 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $5,646,715 | 112,127 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $4,901,918 | 100,080 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,628,037 | 97,289 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $5,710,034 | 96,437 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $6,806,012 | 94,897 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $12,867,350 | 179,486 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,359,139 | 87,098 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $5,274,964 | 81,066 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $5,138,857 | 82,156 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $4,005,985 | 74,130 | Shares | Sole | 2021-03-17 | |
| No filing history on record for this holder in this stock. | ||||||