Position in BNS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$773,136
+$156,070 QoQ
Shares Held
8,903
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#276
of 531 holders
Holding Since
Mar 2024
10 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, 20261900 WEALTH MANAGEMENT LLC holds $6,055,752 across 6 Banks - Diversified names. BNS ranks #4 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,355 | $2,734,842 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
12,801 | $1,057,874 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
5,416 | $783,207 | |
| 4 | BNS |
Bank Of Nova Scotia
This page
|
8,903 | $773,136 | |
| 5 | BAC |
Bank Of America Corp /De/
|
8,777 | $500,113 | |
| 6 | C |
Citigroup Inc
|
1,476 | $206,580 |
All Filings in BNS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $773,136 | 8,903 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $617,066 | 8,903 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $670,284 | 9,096 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $588,056 | 9,096 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $502,735 | 9,096 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $431,423 | 9,096 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $488,637 | 9,096 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $495,641 | 9,096 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $415,869 | 9,096 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $470,990 | 9,096 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||