Position in BNS
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$13,981
+$4,139 QoQ
Shares Held
161
+13.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#482
of 531 holders
Holding Since
Sep 2021
20 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, 2026JFS WEALTH ADVISORS, LLC holds $7,289,559 across 18 Banks - Diversified names. BNS ranks #17 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,044 | $2,305,712 | |
| 2 | UBS |
UBS Group AG
|
23,592 | $1,169,219 | |
| 3 | BAC |
Bank Of America Corp /De/
|
16,962 | $966,494 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
4,719 | $682,414 | |
| 5 | C |
Citigroup Inc
|
4,496 | $629,260 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
6,059 | $500,715 | |
| 7 | TD |
Toronto Dominion Bank
|
3,417 | $414,926 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
1,423 | $135,313 |
All Filings in BNS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,981 | 161 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $9,842 | 142 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $10,463 | 142 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $9,180 | 142 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $7,848 | 142 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $11,288 | 238 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $13,859 | 258 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $12,968 | 238 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $10,881 | 238 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $12,323 | 238 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $11,782 | 242 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $9,710 | 213 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $16,613 | 332 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $13,496 | 268 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $4,261 | 87 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,187 | 67 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $25,874 | 437 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $25,317 | 353 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $9,104 | 127 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $8,921 | 145 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||