Position in BNS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$11,852,617
+$2,211,527 QoQ
Shares Held
136,488
-1.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
6.94%
of 13F equity value
Holder Rank
#132
of 531 holders
Holding Since
Jun 2024
9 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, 2026Keystone Financial Planning, Inc. holds $12,187,716 across 2 Banks - Diversified names. BNS ranks #1 (97.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNS |
Bank Of Nova Scotia
This page
|
136,488 | $11,852,617 | |
| 2 | BAC |
Bank Of America Corp /De/
|
5,881 | $335,099 |
All Filings in BNS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,852,617 | 136,488 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $9,641,090 | 139,101 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $10,250,352 | 139,101 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $8,982,341 | 138,938 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $7,734,815 | 139,946 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $6,588,359 | 138,907 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $7,166,462 | 133,404 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $7,272,289 | 133,461 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $5,833,460 | 127,591 | Shares | Sole | 2024-07-10 | |
| No filing history on record for this holder in this stock. | ||||||