Position in BNS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$243,152
-$35,890 QoQ
Shares Held
2,800
-30.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#384
of 531 holders
Holding Since
Mar 2021
18 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, 2026Venture Visionary Partners LLC holds $104,671,245 across 9 Banks - Diversified names. BNS ranks #9 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
256,731 | $84,035,758 | |
| 2 | BAC |
Bank Of America Corp /De/
|
236,425 | $13,471,496 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
29,896 | $2,470,605 | |
| 4 | SAN |
Banco Santander, S.A.
|
139,853 | $1,929,971 | |
| 5 | C |
Citigroup Inc
|
11,435 | $1,600,442 | |
| 6 | TD |
Toronto Dominion Bank
|
2,647 | $321,425 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
2,141 | $309,610 | |
| 8 | UBS |
UBS Group AG
|
5,827 | $288,786 |
All Filings in BNS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,152 | 2,800 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $279,042 | 4,026 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $296,675 | 4,026 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $260,280 | 4,026 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $239,098 | 4,326 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $205,182 | 4,326 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $264,087 | 4,916 | Shares | Sole | 2025-07-14 | |
| 2024-09-30 | $267,872 | 4,916 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $224,759 | 4,916 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $254,550 | 4,916 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $236,925 | 4,866 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $221,840 | 4,866 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $243,494 | 4,866 | Shares | Sole | 2023-07-14 | |
| 2022-06-30 | $109,538 | 1,850 | Shares | Sole | 2022-07-26 | |
| 2021-12-31 | $297,513 | 4,150 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $255,349 | 4,150 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $270,040 | 4,150 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $259,582 | 4,150 | Shares | Sole | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||