West Family Investments, Inc.

Position in BNS — Bank Of Nova Scotia

CIK 1568303 CARLSBAD, CA

Position in BNS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$214,234

-$38,357 QoQ

Shares Held

2,467

-47.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#394

of 531 holders

Holding Since

Jun 2021

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

West Family Investments, Inc. holds $13,392,674 across 18 Banks - Diversified names. BNS ranks #18 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,256	$2,702,436
2	HSBC	Hsbc Holdings PLC	12,240	$1,163,901
3	RY	Royal Bank Of Canada	5,078	$1,050,993
4	BAC	Bank Of America Corp /De/	17,738	$1,010,711
5	SAN	Banco Santander, S.A.	66,897	$923,178
6	C	Citigroup Inc	6,429	$899,802
7	MUFG	Mitsubishi Ufj Financial Group Inc	43,037	$856,005
8	WFC	Wells Fargo & Company/Mn	10,007	$826,978

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$214,234	2,467	-47.5%	Shares	Sole	2026-08-10
2024-12-31	$252,591	4,702	0.0%	Shares	Sole	2025-02-07
2024-09-30	$256,211	4,702	-8.9%	Shares	Sole	2024-11-08
2024-06-30	$236,052	5,163	+31.6%	Shares	Sole	2024-08-05
2024-03-31	$203,081	3,922	-34.2%	Shares	Sole	2024-05-13
2023-06-30	$298,438	5,964	+5.2%	Shares	Sole	2023-08-16
2022-12-31	$277,569	5,667	-7.5%	Shares	Sole	2023-02-08
2022-09-30	$291,318	6,124	+35.4%	Shares	Sole	2022-11-04
2022-03-31	$324,389	4,523	0.0%	Shares	Sole	2022-05-13
2021-12-31	$324,253	4,523	-7.3%	Shares	Sole	2022-02-15
2021-09-30	$300,266	4,880	+7.6%	Shares	Sole	2022-02-15
2021-06-30	$295,027	4,534	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.