Global Retirement Partners, LLC
PensionPosition in BNS — Bank Of Nova Scotia
CIK 1749744
San Rafael, CA
Position in BNS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$46,285
+$9,956 QoQ
Shares Held
533
+8.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#444
of 531 holders
Holding Since
Jun 2021
18 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, 2026Global Retirement Partners, LLC holds $86,036,124 across 19 Banks - Diversified names. BNS ranks #18 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
127,872 | $41,856,341 | |
| 2 | BAC |
Bank Of America Corp /De/
|
163,267 | $9,302,953 | |
| 3 | C |
Citigroup Inc
|
60,306 | $8,440,427 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
83,415 | $6,893,415 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
18,594 | $2,688,878 | |
| 6 | BCS |
Barclays PLC
|
96,343 | $2,587,772 | |
| 7 | RY |
Royal Bank Of Canada
|
11,249 | $2,328,205 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
20,581 | $1,957,047 |
All Filings in BNS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,285 | 533 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $36,329 | 493 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $247,609 | 3,830 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $13,541 | 245 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $26,537 | 494 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $26,918 | 494 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $22,539 | 493 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $49,657 | 959 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $19,086 | 392 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $35,742 | 784 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $77,311 | 1,545 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $77,806 | 1,545 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $86,302 | 1,762 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $20,740 | 436 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $6,572 | 111 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $16,280 | 227 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $7,322 | 119 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $7,743 | 119 | Shares | Sole | 2021-07-15 | |
| No filing history on record for this holder in this stock. | ||||||