Position in BNS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$43,246
+$8,730 QoQ
Shares Held
498
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#447
of 531 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BNS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Bruce G. Allen Investments, LLC holds $3,723,099 across 18 Banks - Diversified names. BNS ranks #16 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,078 | $680,191 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
4,353 | $629,487 | |
| 3 | BAC |
Bank Of America Corp /De/
|
8,549 | $487,122 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
4,745 | $392,126 | |
| 5 | ING |
Ing Groep NV
|
10,631 | $333,600 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
8,546 | $201,514 | |
| 7 | C |
Citigroup Inc
|
1,240 | $173,550 | |
| 8 | RY |
Royal Bank Of Canada
|
656 | $135,772 |
All Filings in BNS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,246 | 498 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $34,516 | 498 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $21,664 | 294 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $19,007 | 294 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $22,218 | 402 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $26,039 | 549 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $33,521 | 624 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $34,001 | 624 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $28,712 | 628 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $30,291 | 585 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $16,700 | 343 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||