Position in BNS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$618,821
+$74,669 QoQ
Shares Held
7,126
-9.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#293
of 531 holders
Holding Since
Dec 2021
19 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, 2026SILVERLAKE WEALTH MANAGEMENT LLC holds $8,883,489 across 10 Banks - Diversified names. BNS ranks #7 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
31,050 | $1,769,229 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
4,825 | $1,579,367 | |
| 3 | TD |
Toronto Dominion Bank
|
11,400 | $1,384,302 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
6,697 | $968,453 | |
| 5 | C |
Citigroup Inc
|
5,365 | $750,885 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
3,875 | $684,712 | |
| 7 | BNS |
Bank Of Nova Scotia
This page
|
7,126 | $618,821 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
5,866 | $484,766 |
All Filings in BNS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $618,821 | 7,126 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $544,152 | 7,851 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $580,087 | 7,872 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $508,601 | 7,867 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $453,103 | 8,198 | Shares | Sole | 2025-08-25 | |
| 2025-03-31 | $403,629 | 8,510 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $456,834 | 8,504 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $434,612 | 7,976 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $436,443 | 9,546 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $436,764 | 8,435 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $410,408 | 8,429 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $383,913 | 8,421 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $421,086 | 8,415 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $423,477 | 8,409 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $456,346 | 9,317 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $442,924 | 9,311 | Shares | Sole | 2023-04-06 | |
| 2022-06-30 | $498,844 | 8,425 | Shares | Sole | 2023-04-06 | |
| 2022-03-31 | $514,877 | 7,179 | Shares | Sole | 2023-04-06 | |
| 2021-12-31 | $510,862 | 7,126 | Shares | Sole | 2023-04-06 | |
| No filing history on record for this holder in this stock. | ||||||