Position in BNS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$740,745
+$139,135 QoQ
Shares Held
8,530
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#281
of 531 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BNS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Ruggaard & Associates LLC holds $2,628,124 across 3 Banks - Diversified names. BNS ranks #3 (28.2% of the industry book) .
All Filings in BNS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $740,745 | 8,530 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $601,610 | 8,680 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $646,998 | 8,780 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $567,627 | 8,780 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $485,325 | 8,781 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $425,968 | 8,981 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $482,459 | 8,981 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $489,320 | 8,980 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $392,277 | 8,580 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $444,272 | 8,580 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $437,236 | 8,980 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $436,752 | 9,580 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $514,411 | 10,280 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $502,592 | 9,980 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||