Steward Partners Investment Advisory, LLC
Position in BNS — Bank Of Nova Scotia
CIK 1723397
STAMFORD, CT
Position in BNS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$303,245
+$226,450 QoQ
Shares Held
3,492
+215.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#354
of 531 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $386,005,657 across 19 Banks - Diversified names. BNS ranks #15 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
853,322 | $279,317,890 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
393,034 | $32,480,329 | |
| 3 | BAC |
Bank Of America Corp /De/
|
538,337 | $30,674,442 | |
| 4 | C |
Citigroup Inc
|
121,079 | $16,946,216 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
98,774 | $14,283,708 | |
| 6 | TD |
Toronto Dominion Bank
|
24,038 | $2,918,934 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
20,406 | $1,940,406 | |
| 8 | RY |
Royal Bank Of Canada
|
8,079 | $1,672,110 |
All Filings in BNS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,245 | 3,492 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $76,795 | 1,108 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $81,648 | 1,108 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $71,632 | 1,108 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $88,929 | 1,609 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $76,267 | 1,608 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $85,790 | 1,597 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $87,020 | 1,597 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $68,397 | 1,496 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $43,236 | 835 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $33,401 | 686 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $40,392 | 886 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $44,335 | 886 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $42,100 | 836 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $40,947 | 836 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $40,196 | 845 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $50,446 | 852 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $92,303 | 1,287 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $80,866 | 1,128 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $64,668 | 1,051 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $54,398 | 836 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $36,654 | 586 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $56,850 | 1,052 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $67,080 | 1,616 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $87,511 | 2,122 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $87,411 | 2,153 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||