PRINCIPAL SECURITIES, INC.
Broker-DealerPosition in BNS — Bank Of Nova Scotia
CIK 12600
DES MOINES, IA
Position in BNS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,005,259
+$285,337 QoQ
Shares Held
11,576
+11.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#260
of 531 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BNS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026PRINCIPAL SECURITIES, INC. holds $82,218,466 across 16 Banks - Diversified names. BNS ranks #12 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
106,584 | $34,888,140 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
127,938 | $10,572,796 | |
| 3 | BAC |
Bank Of America Corp /De/
|
152,562 | $8,692,982 | |
| 4 | C |
Citigroup Inc
|
55,851 | $7,816,905 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
27,970 | $4,044,741 | |
| 6 | SAN |
Banco Santander, S.A.
|
182,009 | $2,511,724 | |
| 7 | TD |
Toronto Dominion Bank
|
19,208 | $2,332,427 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
92,822 | $2,188,742 |
All Filings in BNS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,005,259 | 11,576 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $719,922 | 10,387 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $703,297 | 9,544 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $461,536 | 7,139 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $219,477 | 3,971 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $144,471 | 3,046 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $163,631 | 3,046 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $46,153 | 847 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $18,288 | 400 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $435,418 | 8,409 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $827 | 17 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||