Position in BNS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$515,134
+$134,553 QoQ
Shares Held
5,932
+8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#306
of 531 holders
Holding Since
Sep 2025
4 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, 2026Legacy Financial Advisors, Inc. holds $23,730,115 across 11 Banks - Diversified names. BNS ranks #10 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
34,993 | $11,454,258 | |
| 2 | BAC |
Bank Of America Corp /De/
|
56,504 | $3,219,597 | |
| 3 | C |
Citigroup Inc
|
18,681 | $2,614,592 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
24,801 | $2,049,554 | |
| 5 | RY |
Royal Bank Of Canada
|
5,229 | $1,082,246 | |
| 6 | UBS |
UBS Group AG
|
14,196 | $703,553 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
3,772 | $666,512 | |
| 8 | TD |
Toronto Dominion Bank
|
5,338 | $648,193 |
All Filings in BNS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $515,134 | 5,932 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $380,581 | 5,491 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $326,299 | 4,428 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $224,206 | 3,468 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||