HB Wealth Management, LLC

Position in BNS — Bank Of Nova Scotia

CIK 1911253 Atlanta, GA

Position in BNS

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$533,718

+$128,879 QoQ

Shares Held

6,146

+5.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#302

of 531 holders

Holding Since

Mar 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HB Wealth Management, LLC holds $164,433,158 across 18 Banks - Diversified names. BNS ranks #18 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	259,187	$84,839,680
2	BAC	Bank Of America Corp /De/	536,760	$30,584,584
3	C	Citigroup Inc	103,976	$14,552,480
4	WFC	Wells Fargo & Company/Mn	154,805	$12,793,085
5	BNY	Bank of New York Mellon Corp	43,139	$6,238,330
6	BMO	Bank Of Montreal /Can/	12,873	$2,274,659
7	MUFG	Mitsubishi Ufj Financial Group Inc	90,600	$1,802,034
8	HSBC	Hsbc Holdings PLC	16,887	$1,605,784

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$533,718	6,146	+5.2%	Shares	Sole	2026-07-29
2026-03-31	$404,839	5,841	-2.0%	Shares	Sole	2026-04-27
2025-12-31	$439,266	5,961	+12.0%	Shares	Sole	2026-01-28
2025-09-30	$344,131	5,323	+1.9%	Shares	Sole	2025-10-23
2025-06-30	$288,730	5,224	+18.6%	Shares	Sole	2025-07-17
2025-03-31	$208,976	4,406	+8.0%	Shares	Sole	2025-05-07
2024-12-31	$219,123	4,079	0.0%	Shares	Sole	2025-01-15
2024-09-30	$222,264	4,079	-2.5%	Shares	Sole	2024-10-15
2024-03-31	$216,647	4,184	-10.5%	Shares	Sole	2024-04-30
2023-09-30	$213,224	4,677	-12.1%	Shares	Sole	2023-10-13
2023-06-30	$266,312	5,322	-0.3%	Shares	Sole	2023-07-13
2023-03-31	$268,821	5,338	+4.4%	Shares	Sole	2023-04-13
2022-12-31	$250,434	5,113	+49.9%	Shares	Sole	2023-01-20
2022-06-30	$201,906	3,410	+1.5%	Shares	Sole	2022-07-15
2022-03-31	$241,050	3,361	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.