Position in BNS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,126
+$631 QoQ
Shares Held
36
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#511
of 531 holders
Holding Since
Mar 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, 2026IFP Advisors, Inc holds $44,923,245 across 19 Banks - Diversified names. BNS ranks #19 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
70,542 | $23,090,512 | |
| 2 | BAC |
Bank Of America Corp /De/
|
172,020 | $9,801,699 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
73,059 | $6,037,595 | |
| 4 | C |
Citigroup Inc
|
28,259 | $3,955,129 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
5,080 | $734,618 | |
| 6 | BCS |
Barclays PLC
|
9,196 | $247,004 | |
| 7 | RY |
Royal Bank Of Canada
|
1,146 | $237,187 | |
| 8 | UBS |
UBS Group AG
|
3,040 | $150,662 |
All Filings in BNS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,126 | 36 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,495 | 36 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,537 | 48 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,103 | 48 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $10,943 | 198 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $14,940 | 315 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $16,921 | 315 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $6,647 | 122 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $1,645 | 36 | Shares | Sole | 2024-07-30 | |
| 2023-09-30 | $866 | 19 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $950 | 19 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $956 | 19 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $11 | 199 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $9,371 | 197 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $10,657 | 180 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $12,909 | 180 | Shares | Sole | 2022-09-06 | |
| 2021-06-30 | $0 | 0 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $0 | 0 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $0 | 0 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $0 | 0 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $527 | 13 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||