Transamerica Financial Advisors, LLC

Position in BNS — Bank Of Nova Scotia

CIK 1502149 CEDAR RAPIDS, IA

Position in BNS

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$15,978

-$269,648 QoQ

Shares Held

184

-95.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#477

of 531 holders

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Transamerica Financial Advisors, LLC holds $8,270,134 across 18 Banks - Diversified names. BNS ranks #16 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,488	$2,778,377
2	WFC	Wells Fargo & Company/Mn	15,105	$1,248,277
3	C	Citigroup Inc	8,738	$1,222,970
4	BAC	Bank Of America Corp /De/	9,513	$542,050
5	TD	Toronto Dominion Bank	3,370	$409,219
6	SAN	Banco Santander, S.A.	26,327	$363,312
7	SMFG	Sumitomo Mitsui Financial Group, Inc.	15,076	$355,492
8	MUFG	Mitsubishi Ufj Financial Group Inc	17,593	$349,924

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,978	184	-95.5%	Shares	Sole	2026-08-17
2026-03-31	$285,626	4,121	-1.2%	Shares	Sole	2026-05-15
2025-12-31	$307,508	4,173	-1.6%	Shares	Sole	2026-02-13
2025-09-30	$274,245	4,242	-16.7%	Shares	Sole	2025-11-14
2025-06-30	$281,490	5,093	-17.8%	Shares	Sole	2025-08-14
2025-03-31	$294,018	6,199	+23.1%	Shares	Sole	2025-05-14
2024-12-31	$270,426	5,034	-8.6%	Shares	Sole	2025-02-12
2024-09-30	$300,021	5,506	-1.8%	Shares	Sole	2024-11-13
2024-03-31	$290,382	5,608	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.