Stock ownership · SEC 13F · Q4 2025

BANK NOVA SCOTIA HALIFAX

A breakdown of BANK NOVA SCOTIA HALIFAX's institutional base (CUSIP 064149107): the holders, the concentration among them, and what changed last quarter.

$16K
Reported value
1
Institutions
100%
Top-5 share

The verdict

$16K of BANK NOVA SCOTIA HALIFAX is reported by 1 institutions as of Q4 2025; ownership is held overwhelmingly by a small core of institutions.

1
institutions hold it
$16K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 064149107 · Q4 2025 $0M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-QUIET · BOOK-FULL

  • VALUE-TRACE $0.0M
  • HOLDERS-FOCUS 1 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-QUIET 0 new
  • BOOK-FULL 8Q history

Read with: Ownership concentration guide - BANK NOVA SCOTIA HALIFAX's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Institutional ownership over time

The number of institutions reporting a BANK NOVA SCOTIA HALIFAX position has fallen from 2 to 1 over the last 8 quarters of 13F filings.

0123456 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 1
Distinct 13F filers holding BANK NOVA SCOTIA HALIFAX, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Bell Investment Advisors, Inc 218 $16K 100.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among BANK NOVA SCOTIA HALIFAX's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

Complete exits (4)

CIBC Private Wealth Group LLC exited
Asset Dedication, LLC exited
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited
Old North State Trust, LLC exited

Frequently Asked Questions

How many institutions hold BANK NOVA SCOTIA HALIFAX?▼
BANK NOVA SCOTIA HALIFAX is held by 1 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of BANK NOVA SCOTIA HALIFAX?▼
Institutions report $16K of BANK NOVA SCOTIA HALIFAX as of Q4 2025.
How concentrated is ownership of BANK NOVA SCOTIA HALIFAX?▼
The top five institutional holders account for 100% of the reported institutional value in BANK NOVA SCOTIA HALIFAX, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of BANK NOVA SCOTIA HALIFAX?▼
Bell Investment Advisors, Inc is the largest reported holder of BANK NOVA SCOTIA HALIFAX with $16K across 218 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.