Bogart Wealth, LLC

Position in BNS — Bank Of Nova Scotia

CIK 1715740 MCLEAN, VA

Position in BNS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,193,442

+$244,311 QoQ

Shares Held

13,743

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#249

of 531 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bogart Wealth, LLC holds $18,957,725 across 17 Banks - Diversified names. BNS ranks #3 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	37,403	$12,243,123
2	RY	Royal Bank Of Canada	19,734	$4,084,345
3	BNS	Bank Of Nova Scotia This page	13,743	$1,193,442
4	BMO	Bank Of Montreal /Can/	2,673	$472,319
5	WFC	Wells Fargo & Company/Mn	3,279	$270,976
6	C	Citigroup Inc	1,830	$256,126
7	BAC	Bank Of America Corp /De/	3,228	$183,931
8	HSBC	Hsbc Holdings PLC	1,258	$119,623

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,193,442	13,743	+0.4%	Shares	Sole	2026-07-24
2026-03-31	$949,131	13,694	0.0%	Shares	Sole	2026-04-28
2025-12-31	$1,009,110	13,694	+2.5%	Shares	Sole	2026-01-30
2025-09-30	$864,111	13,366	0.0%	Shares	Sole	2025-10-27
2025-06-30	$738,738	13,366	0.0%	Shares	Sole	2025-07-30
2025-03-31	$633,949	13,366	0.0%	Shares	Sole	2025-05-02
2024-12-31	$718,021	13,366	0.0%	Shares	Sole	2025-01-30
2024-09-30	$728,313	13,366	0.0%	Shares	Sole	2024-10-23
2024-06-30	$611,093	13,366	-10.8%	Shares	Sole	2024-07-31
2024-03-31	$776,285	14,992	0.0%	Shares	Sole	2024-04-25
2023-12-31	$729,960	14,992	0.0%	Shares	Sole	2024-02-07
2023-09-30	$683,485	14,992	-0.1%	Shares	Sole	2023-10-30
2023-06-30	$750,900	15,006	-0.8%	Shares	Sole	2023-07-31
2023-03-31	$761,443	15,120	+1.3%	Shares	Sole	2023-04-21
2022-12-31	$731,369	14,932	0.0%	Shares	Sole	2023-02-06
2022-09-30	$710,315	14,932	0.0%	Shares	Sole	2022-11-03
2022-06-30	$884,123	14,932	0.0%	Shares	Sole	2022-07-22
2022-03-31	$1,070,923	14,932	+1.7%	Shares	Sole	2022-04-22
2021-12-31	$1,052,767	14,685	0.0%	Shares	Sole	2022-01-19
2021-09-30	$903,568	14,685	0.0%	Shares	Sole	2021-10-15
2021-06-30	$955,552	14,685	0.0%	Shares	Sole	2021-08-06
2021-03-31	$918,546	14,685	+835.9%	Shares	Sole	2021-04-16
2020-12-31	$84,788	1,569	0.0%	Shares	Sole	2021-01-14
2020-09-30	$65,129	1,569	+3.3%	Shares	Sole	2020-10-06
2020-06-30	$62,643	1,519	+15.2%	Shares	Sole	2020-07-08
2020-03-31	$53,551	1,319	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.