Position in BNS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$241,683
-$41,802 QoQ
Shares Held
3,487
-9.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
11 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, 2026Advisory Services Network, LLC holds $101,168,606 across 15 Banks - Diversified names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
185,812 | $60,821,831 | |
| 2 | BAC |
Bank Of America Corp /De/
|
186,425 | $10,622,488 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
89,980 | $7,435,938 | |
| 4 | C |
Citigroup Inc
|
48,154 | $6,739,626 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
36,982 | $6,534,719 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
31,655 | $4,577,622 | |
| 7 | RY |
Royal Bank Of Canada
|
4,392 | $909,011 | |
| 8 | SAN |
Banco Santander, S.A.
|
57,124 | $788,308 |
All Filings in BNS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $241,683 | 3,487 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $283,485 | 3,847 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $257,758 | 3,987 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $240,092 | 4,344 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $723,022 | 15,244 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $839,213 | 15,622 | Shares | Sole | 2025-02-13 | |
| 2022-12-31 | $4,604 | 94 | Shares | Sole | 2023-02-13 | |
| 2021-06-30 | $24,466 | 376 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $1,080 | 20 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $10,418 | 251 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $141,003 | 3,473 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||