Position in BNS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$847,905
+$527,000 QoQ
Shares Held
9,764
+110.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#270
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, 2026ENVESTNET ASSET MANAGEMENT INC holds $4,864,006,307 across 19 Banks - Diversified names. BNS ranks #19 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,273,067 | $2,380,693,021 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
6,354,354 | $525,123,814 | |
| 3 | BAC |
Bank Of America Corp /De/
|
9,107,517 | $518,946,318 | |
| 4 | C |
Citigroup Inc
|
2,782,648 | $389,459,414 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,239,139 | $323,801,890 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
4,822,539 | $95,920,300 | |
| 7 | SAN |
Banco Santander, S.A.
|
6,104,333 | $84,239,795 | |
| 8 | UBS |
UBS Group AG
|
1,686,431 | $83,579,520 |
All Filings in BNS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $847,905 | 9,764 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $320,905 | 4,630 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $354,301 | 4,808 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $290,601 | 4,495 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $333,775 | 6,039 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $275,283 | 5,804 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $409,400 | 7,621 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $338,273 | 6,208 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $309,295 | 6,765 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,972,874 | 115,351 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $312,638 | 6,421 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $335,998 | 7,370 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $578,462 | 11,560 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $489,751 | 9,725 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $384,248 | 7,845 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,048,823 | 22,048 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $738,230 | 12,468 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $728,029 | 10,151 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $589,076 | 8,217 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $343,768 | 5,587 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $362,504 | 5,571 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $244,633 | 3,911 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $204,703 | 3,788 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||