Position in BNS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,509,116
+$3,240,715 QoQ
Shares Held
121,017
+15.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#141
of 531 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BNS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Creative Planning holds $1,282,203,400 across 19 Banks - Diversified names. BNS ranks #18 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,591,305 | $520,881,865 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,866,843 | $220,332,714 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,444,769 | $119,395,709 | |
| 4 | RY |
Royal Bank Of Canada
|
316,346 | $65,474,131 | |
| 5 | C |
Citigroup Inc
|
382,940 | $53,596,281 | |
| 6 | TD |
Toronto Dominion Bank
|
310,241 | $37,672,563 | |
| 7 | SAN |
Banco Santander, S.A.
|
2,596,097 | $35,826,138 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
1,548,878 | $30,807,182 |
All Filings in BNS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,509,116 | 121,017 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $7,268,401 | 104,868 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,858,328 | 93,070 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,085,885 | 78,668 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,093,018 | 55,962 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,890,322 | 39,855 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,514,955 | 46,816 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,992,590 | 36,568 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,634,991 | 35,761 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,943,924 | 37,542 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,583,496 | 32,522 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,794,194 | 39,355 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $1,749,748 | 34,967 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $1,218,258 | 24,191 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,073,102 | 21,909 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $577,357 | 12,137 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $611,165 | 10,322 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $475,431 | 6,629 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $456,521 | 6,368 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $344,691 | 5,602 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $355,672 | 5,466 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $568,454 | 9,088 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $484,954 | 8,974 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $319,211 | 7,690 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $244,759 | 5,935 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $610,218 | 15,030 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||