Position in BNS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$341,454
+$102,959 QoQ
Shares Held
3,932
+14.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#342
of 531 holders
Holding Since
Dec 2025
3 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, 2026Aprio Wealth Management, LLC holds $27,303,438 across 18 Banks - Diversified names. BNS ranks #17 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
25,329 | $8,290,941 | |
| 2 | BAC |
Bank Of America Corp /De/
|
58,418 | $3,328,657 | |
| 3 | RY |
Royal Bank Of Canada
|
11,844 | $2,451,352 | |
| 4 | C |
Citigroup Inc
|
16,705 | $2,338,031 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
21,870 | $2,079,618 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
18,188 | $1,503,056 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
48,834 | $971,308 | |
| 8 | ING |
Ing Groep NV
|
25,101 | $787,669 |
All Filings in BNS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,454 | 3,932 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $238,495 | 3,441 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $238,239 | 3,233 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||