Position in BNS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$501,065
+$123,813 QoQ
Shares Held
5,770
+6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#308
of 531 holders
Holding Since
Mar 2020
25 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, 2026Merit Financial Group, LLC holds $159,845,476 across 19 Banks - Diversified names. BNS ranks #17 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
245,022 | $80,203,044 | |
| 2 | BAC |
Bank Of America Corp /De/
|
303,228 | $17,277,925 | |
| 3 | C |
Citigroup Inc
|
107,884 | $15,099,439 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
85,470 | $12,359,811 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
137,030 | $11,324,153 | |
| 6 | RY |
Royal Bank Of Canada
|
54,093 | $11,195,626 | |
| 7 | BCS |
Barclays PLC
|
66,685 | $1,791,157 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
17,681 | $1,681,284 |
All Filings in BNS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $501,065 | 5,770 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $377,252 | 5,443 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $376,554 | 5,110 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $297,518 | 4,602 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $248,051 | 4,488 | Shares | Sole | 2025-07-22 | |
| 2024-12-31 | $263,496 | 4,905 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $252,506 | 4,634 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $300,151 | 6,565 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $420,557 | 8,122 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $537,878 | 11,047 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $483,846 | 10,613 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $522,517 | 10,442 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $530,744 | 10,539 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $517,424 | 10,564 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $497,820 | 10,465 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $600,270 | 10,138 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $730,253 | 10,182 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $775,757 | 10,821 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $663,231 | 10,779 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $691,889 | 10,633 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $654,835 | 10,469 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $528,619 | 9,782 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $405,718 | 9,774 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $393,924 | 9,552 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $388,095 | 9,559 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||