Position in BNS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$407,453
+$83,499 QoQ
Shares Held
4,692
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#322
of 531 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in BNS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 20261620 INVESTMENT ADVISORS, INC. holds $3,552,955 across 7 Banks - Diversified names. BNS ranks #2 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,618 | $2,820,929 | |
| 2 | BNS |
Bank Of Nova Scotia
This page
|
4,692 | $407,453 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
934 | $135,065 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
1,170 | $96,688 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
254 | $44,881 | |
| 6 | C |
Citigroup Inc
|
255 | $35,689 | |
| 7 | BAC |
Bank Of America Corp /De/
|
215 | $12,250 |
All Filings in BNS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $407,453 | 4,692 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $323,954 | 4,674 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $343,174 | 4,657 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $300,622 | 4,650 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $251,865 | 4,557 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $217,940 | 4,595 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $257,318 | 4,790 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $265,148 | 4,866 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $12,344 | 270 | Shares | Sole | 2024-07-23 | |
| 2023-09-30 | $338,824 | 7,432 | Shares | Sole | 2023-11-09 | |
| 2023-03-31 | $360,678 | 7,162 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $344,966 | 7,043 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $302,307 | 6,355 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $534,251 | 9,023 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $660,182 | 9,205 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $659,906 | 9,205 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||