Jackson, Grant Investment Advisers, Inc.
Position in BNS — Bank Of Nova Scotia
CIK 1650300
STAMFORD, CT
Position in BNS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$60,788
+$12,271 QoQ
Shares Held
700
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#439
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, 2026Jackson, Grant Investment Advisers, Inc. holds $1,975,652 across 9 Banks - Diversified names. BNS ranks #7 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNY |
Bank of New York Mellon Corp
|
4,037 | $583,790 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
1,446 | $473,319 | |
| 3 | BAC |
Bank Of America Corp /De/
|
6,344 | $361,481 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
3,422 | $282,794 | |
| 5 | C |
Citigroup Inc
|
794 | $111,128 | |
| 6 | RY |
Royal Bank Of Canada
|
307 | $63,539 | |
| 7 | BNS |
Bank Of Nova Scotia
This page
|
700 | $60,788 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
134 | $23,677 |
All Filings in BNS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,788 | 700 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $48,517 | 700 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $51,583 | 700 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $45,255 | 700 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $38,689 | 700 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $33,201 | 700 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $37,604 | 700 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $38,143 | 700 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $32,004 | 700 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $36,246 | 700 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $34,083 | 700 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $31,913 | 700 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $35,028 | 700 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $35,252 | 700 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $34,286 | 700 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $33,299 | 700 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $41,447 | 700 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $50,204 | 700 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $50,183 | 700 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $43,071 | 700 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $45,549 | 700 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $43,785 | 700 | Shares | Sole | 2021-04-22 | |
| No filing history on record for this holder in this stock. | ||||||