Position in BNS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$310,448
-$4,076 QoQ
Shares Held
3,575
-21.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#351
of 531 holders
Holding Since
Dec 2021
18 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, 2026EverSource Wealth Advisors, LLC holds $26,433,824 across 19 Banks - Diversified names. BNS ranks #14 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
35,950 | $11,767,506 | |
| 2 | BAC |
Bank Of America Corp /De/
|
41,845 | $2,384,324 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
28,424 | $2,348,953 | |
| 4 | C |
Citigroup Inc
|
13,767 | $1,926,824 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
42,918 | $1,075,520 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
6,766 | $978,425 | |
| 7 | RY |
Royal Bank Of Canada
|
4,481 | $927,428 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
8,001 | $760,810 |
All Filings in BNS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $310,448 | 3,575 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $314,524 | 4,538 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $202,496 | 2,748 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $153,413 | 2,373 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $119,657 | 2,165 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $71,902 | 1,516 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $81,760 | 1,522 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $91,159 | 1,673 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $72,601 | 1,588 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $83,103 | 1,605 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $38,658 | 794 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $41,896 | 919 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $19,515 | 390 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $15,309 | 304 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $7,738 | 158 | Shares | Sole | 2023-02-09 | |
| 2022-06-30 | $4,796 | 81 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $5,809 | 81 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $5,806 | 81 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||