Position in BNS
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$8,510
+$1,787 QoQ
Shares Held
98
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#496
of 531 holders
Holding Since
Sep 2025
4 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, 2026Abound Wealth Management holds $1,753,365 across 13 Banks - Diversified names. BNS ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,520 | $1,152,201 | |
| 2 | BAC |
Bank Of America Corp /De/
|
5,360 | $305,412 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
2,041 | $168,668 | |
| 4 | C |
Citigroup Inc
|
418 | $58,503 | |
| 5 | BCS |
Barclays PLC
|
756 | $20,306 | |
| 6 | ING |
Ing Groep NV
|
553 | $17,353 | |
| 7 | UBS |
UBS Group AG
|
180 | $8,920 | |
| 8 | BNS |
Bank Of Nova Scotia
This page
|
98 | $8,510 |
All Filings in BNS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,510 | 98 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $6,723 | 97 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $3,463 | 47 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $3,038 | 47 | Shares | Sole | 2025-10-10 | |
| No filing history on record for this holder in this stock. | ||||||