Position in BNS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,102,880
+$1,133,021 QoQ
Shares Held
35,731
+25.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#200
of 531 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BNS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026RITHOLTZ WEALTH MANAGEMENT holds $165,375,231 across 19 Banks - Diversified names. BNS ranks #16 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
99,633 | $32,612,869 | |
| 2 | C |
Citigroup Inc
|
132,051 | $18,481,857 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
188,863 | $17,958,982 | |
| 4 | BAC |
Bank Of America Corp /De/
|
268,949 | $15,324,714 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
453,258 | $11,358,645 | |
| 6 | RY |
Royal Bank Of Canada
|
38,756 | $8,021,329 | |
| 7 | UBS |
UBS Group AG
|
158,219 | $7,841,333 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
90,739 | $7,498,670 |
All Filings in BNS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,102,880 | 35,731 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,969,859 | 28,421 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,596,935 | 21,671 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,021,793 | 15,805 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $873,873 | 15,811 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $207,221 | 4,369 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $507,707 | 9,451 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $331,898 | 6,091 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $511,332 | 11,184 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $570,615 | 11,020 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $231,813 | 4,761 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $222,889 | 4,889 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $361,088 | 7,216 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $366,671 | 7,281 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $458,942 | 9,370 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $909,490 | 19,119 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $488,127 | 8,244 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $824,564 | 11,497 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $635,961 | 8,871 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $448,615 | 7,291 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $479,045 | 7,362 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $360,538 | 5,764 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $200,812 | 3,716 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||