Position in BNS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$21,710
+$6,046 QoQ
Shares Held
250
+10.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#466
of 532 holders
Holding Since
Jun 2024
9 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, 2026Cornerstone Planning Group LLC holds $3,422,911 across 18 Banks - Diversified names. BNS ranks #15 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,337 | $2,401,620 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,143 | $179,088 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,696 | $140,157 | |
| 4 | C |
Citigroup Inc
|
988 | $138,280 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
568 | $82,138 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
610 | $58,004 | |
| 7 | RY |
Royal Bank Of Canada
|
274 | $56,709 | |
| 8 | UBS |
UBS Group AG
|
1,137 | $56,349 |
All Filings in BNS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,710 | 250 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $15,664 | 226 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $14,369 | 195 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $11,507 | 178 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $9,838 | 178 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,312 | 112 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $6,016 | 112 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $6,102 | 112 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $3,108 | 68 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||