Position in BNS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,095,883
+$431,057 QoQ
Shares Held
24,135
+0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#215
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, 2026Cornerstone Wealth Management, LLC holds $18,229,590 across 6 Banks - Diversified names. BNS ranks #4 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
26,626 | $8,715,488 | |
| 2 | BAC |
Bank Of America Corp /De/
|
64,609 | $3,681,420 | |
| 3 | C |
Citigroup Inc
|
17,178 | $2,404,232 | |
| 4 | BNS |
Bank Of Nova Scotia
This page
|
24,135 | $2,095,883 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
11,680 | $965,235 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
3,863 | $367,332 |
All Filings in BNS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,095,883 | 24,135 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,664,826 | 24,020 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,693,396 | 22,980 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,399,672 | 21,650 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,140,496 | 20,635 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $973,975 | 20,535 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $1,075,474 | 20,020 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,069,039 | 19,619 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $892,317 | 19,517 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $969,114 | 18,716 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $843,018 | 17,314 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $703,818 | 15,438 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $761,158 | 15,211 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $768,493 | 15,260 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $659,320 | 13,860 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $820,650 | 13,860 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $951,007 | 13,260 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $923,725 | 12,885 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $808,196 | 13,135 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $837,190 | 12,866 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $734,524 | 11,743 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $610,165 | 11,291 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $477,904 | 11,513 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $456,073 | 11,059 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $436,693 | 10,756 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||