Position in BNS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$430,292
+$90,258 QoQ
Shares Held
4,955
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#316
of 531 holders
Holding Since
Jun 2020
22 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, 2026Checchi Capital Advisers, LLC holds $34,354,758 across 18 Banks - Diversified names. BNS ranks #18 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
29,988 | $9,815,972 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
51,113 | $4,223,978 | |
| 3 | BAC |
Bank Of America Corp /De/
|
73,125 | $4,166,662 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
25,807 | $2,453,987 | |
| 5 | C |
Citigroup Inc
|
15,333 | $2,146,006 | |
| 6 | RY |
Royal Bank Of Canada
|
6,507 | $1,346,753 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
66,298 | $1,318,667 | |
| 8 | UBS |
UBS Group AG
|
23,905 | $1,184,731 |
All Filings in BNS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $430,292 | 4,955 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $340,034 | 4,906 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $353,785 | 4,801 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $335,339 | 5,187 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $281,103 | 5,086 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $236,770 | 4,992 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $230,082 | 4,283 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $202,103 | 3,709 | Shares | Sole | 2024-11-04 | |
| 2024-03-31 | $202,563 | 3,912 | Shares | Sole | 2024-04-25 | |
| 2023-09-30 | $274,269 | 6,016 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $268,764 | 5,371 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $235,533 | 4,677 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $226,777 | 4,630 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $347,641 | 7,308 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $410,502 | 6,933 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $477,655 | 6,660 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $410,927 | 5,732 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $324,324 | 5,271 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $311,359 | 4,785 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $279,285 | 4,465 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $241,666 | 4,472 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $263,441 | 6,388 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||