Sequoia Financial Advisors, LLC

Position in BNS — Bank Of Nova Scotia

CIK 1599900 Akron, OH

Position in BNS

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,209,854

+$239,792 QoQ

Shares Held

13,932

-0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#248

of 531 holders

Holding Since

Mar 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sequoia Financial Advisors, LLC holds $294,713,915 across 18 Banks - Diversified names. BNS ranks #16 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	390,881	$127,947,077
2	BAC	Bank Of America Corp /De/	1,064,968	$60,681,876
3	C	Citigroup Inc	279,216	$39,079,071
4	WFC	Wells Fargo & Company/Mn	301,752	$24,936,785
5	BNY	Bank of New York Mellon Corp	63,485	$9,180,565
6	HSBC	Hsbc Holdings PLC	59,033	$5,613,447
7	RY	Royal Bank Of Canada	20,866	$4,318,636
8	SAN	Banco Santander, S.A.	259,838	$3,585,764

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,209,854	13,932	-0.5%	Shares	Sole	2026-07-17
2026-03-31	$970,062	13,996	+4.2%	Shares	Sole	2026-04-30
2025-12-31	$989,656	13,430	+0.8%	Shares	Sole	2026-02-03
2025-09-30	$860,944	13,317	+47.9%	Shares	Sole	2025-10-29
2025-06-30	$497,540	9,002	+103.8%	Shares	Sole	2025-07-25
2024-12-31	$237,227	4,416	+8.9%	Shares	Sole	2025-08-08
2024-09-30	$220,902	4,054	-37.5%	Shares	Sole	2024-10-21
2023-09-30	$295,787	6,488	-20.5%	Shares	Sole	2023-11-08
2023-06-30	$408,176	8,157	-8.1%	Shares	Sole	2023-08-08
2023-03-31	$447,096	8,878	+11.7%	Shares	Sole	2023-04-25
2022-12-31	$389,195	7,946	+98.0%	Shares	Sole	2023-02-10
2022-06-30	$237,609	4,013	+6.1%	Shares	Sole	2022-07-22
2022-03-31	$271,316	3,783	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.