Position in BNS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$203,031
New position
Shares Held
2,338
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#408
of 531 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026J.W. COLE ADVISORS, INC. holds $71,170,445 across 11 Banks - Diversified names. BNS ranks #11 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
113,083 | $37,015,458 | |
| 2 | BAC |
Bank Of America Corp /De/
|
216,525 | $12,337,594 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
101,411 | $8,380,605 | |
| 4 | RY |
Royal Bank Of Canada
|
27,854 | $5,764,942 | |
| 5 | C |
Citigroup Inc
|
26,954 | $3,772,481 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
15,238 | $2,203,567 | |
| 7 | TD |
Toronto Dominion Bank
|
5,643 | $685,229 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
2,080 | $367,536 |
All Filings in BNS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,031 | 2,338 | Shares | Sole | 2026-07-21 | |
| No filing history on record for this holder in this stock. | ||||||