MAI Capital Management

Position in BNS — Bank Of Nova Scotia

CIK 1040197 INDEPENDENCE, OH

Position in BNS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$273,545

+$180,531 QoQ

Shares Held

3,150

+134.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#372

of 531 holders

Holding Since

Mar 2021

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MAI Capital Management holds $299,676,874 across 18 Banks - Diversified names. BNS ranks #18 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	549,021	$179,711,043
2	BAC	Bank Of America Corp /De/	1,192,229	$67,933,207
3	WFC	Wells Fargo & Company/Mn	225,268	$18,616,147
4	BNY	Bank of New York Mellon Corp	86,727	$12,541,591
5	C	Citigroup Inc	78,905	$11,043,543
6	HSBC	Hsbc Holdings PLC	27,845	$2,647,780
7	RY	Royal Bank Of Canada	6,443	$1,333,507
8	BMO	Bank Of Montreal /Can/	5,715	$1,009,840

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$273,545	3,150	+134.7%	Shares	Defined	2026-08-14
2026-03-31	$93,014	1,342	+5.8%	Shares	Sole	2026-05-15
2025-12-31	$93,438	1,268	+0.6%	Shares	Sole	2026-02-13
2025-09-30	$81,523	1,261	-18.3%	Shares	Sole	2025-11-10
2025-06-30	$85,281	1,543	+27.4%	Shares	Sole	2025-08-12
2025-03-31	$57,437	1,211	+40.7%	Shares	Sole	2025-05-15
2024-12-31	$46,252	861	-89.4%	Shares	Sole	2025-02-14
2021-12-31	$582,624	8,127	+8.9%	Shares	Sole	2022-02-11
2021-09-30	$459,136	7,462	+0.1%	Shares	Sole	2021-11-12
2021-06-30	$485,161	7,456	+0.1%	Shares	Sole	2021-07-19
2021-03-31	$465,684	7,445	—	Shares	Sole	2021-05-10
No filing history on record for this holder in this stock.