Position in BNS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,370,682
+$308,992 QoQ
Shares Held
15,784
+3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#242
of 531 holders
Holding Since
Sep 2023
12 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, 2026Dynamic Advisor Solutions LLC holds $51,258,117 across 12 Banks - Diversified names. BNS ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
81,651 | $26,726,821 | |
| 2 | ING |
Ing Groep NV
|
210,374 | $6,601,536 | |
| 3 | BAC |
Bank Of America Corp /De/
|
101,158 | $5,763,982 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
29,035 | $4,198,751 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
29,305 | $2,421,765 | |
| 6 | BNS |
Bank Of Nova Scotia
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|
15,784 | $1,370,682 | |
| 7 | C |
Citigroup Inc
|
9,786 | $1,369,648 | |
| 8 | RY |
Royal Bank Of Canada
|
4,953 | $1,025,122 |
All Filings in BNS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,370,682 | 15,784 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,061,690 | 15,318 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,107,192 | 15,025 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,392,690 | 21,542 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,126,900 | 20,389 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $219,790 | 4,634 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $216,921 | 4,038 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $498,529 | 9,149 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $420,486 | 9,197 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $365,411 | 7,057 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $310,155 | 6,370 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $290,681 | 6,376 | Shares | Sole | 2023-10-11 | |
| No filing history on record for this holder in this stock. | ||||||