Position in BNS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$372,369
+$68,376 QoQ
Shares Held
4,288
-2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#334
of 531 holders
Holding Since
Mar 2020
23 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, 2026NWAM LLC holds $17,862,986 across 8 Banks - Diversified names. BNS ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
27,880 | $9,125,960 | |
| 2 | SAN |
Banco Santander, S.A.
|
248,251 | $3,425,863 | |
| 3 | BAC |
Bank Of America Corp /De/
|
35,676 | $2,032,818 | |
| 4 | C |
Citigroup Inc
|
10,364 | $1,450,545 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
3,670 | $648,489 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
6,376 | $526,912 | |
| 7 | BNS |
Bank Of Nova Scotia
This page
|
4,288 | $372,369 | |
| 8 | RY |
Royal Bank Of Canada
|
1,353 | $280,030 |
All Filings in BNS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,369 | 4,288 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $303,993 | 4,386 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $323,056 | 4,384 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $286,464 | 4,431 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $265,074 | 4,796 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $227,189 | 4,790 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $257,211 | 4,788 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $260,734 | 4,785 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $242,433 | 4,682 | Shares | Sole | 2024-05-09 | |
| 2023-09-30 | $220,199 | 4,830 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $276,821 | 5,532 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $273,354 | 5,428 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $240,736 | 4,915 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $229,477 | 4,824 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $292,971 | 4,948 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $359,675 | 5,015 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $359,095 | 5,009 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $344,814 | 5,604 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $351,052 | 5,395 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $359,349 | 5,745 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $318,025 | 5,885 | Shares | Sole | 2021-01-22 | |
| 2020-06-30 | $263,936 | 6,400 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $267,554 | 6,590 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||