Position in BNS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$40,901
+$8,603 QoQ
Shares Held
471
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#449
of 531 holders
Holding Since
Mar 2021
22 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, 2026Capital Analysts, LLC holds $48,144,186 across 14 Banks - Diversified names. BNS ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
178,188 | $24,939,192 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
48,924 | $16,014,292 | |
| 3 | BAC |
Bank Of America Corp /De/
|
98,505 | $5,612,814 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
4,388 | $634,548 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
4,943 | $408,489 | |
| 6 | TD |
Toronto Dominion Bank
|
1,622 | $196,959 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
604 | $69,460 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
333 | $58,841 |
All Filings in BNS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,901 | 471 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $32,298 | 466 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $33,971 | 461 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $29,415 | 455 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $24,816 | 449 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $20,964 | 442 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $23,421 | 436 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $23,430 | 430 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $19,339 | 423 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $21,540 | 416 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $19,914 | 409 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $18,327 | 402 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $19,815 | 396 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $19,640 | 390 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $18,808 | 384 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $17,981 | 378 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $22,085 | 373 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $26,464 | 369 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $26,166 | 365 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $22,212 | 361 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $23,229 | 357 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $22,080 | 353 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||