HAGER INVESTMENT MANAGEMENT SERVICES, LLC
Position in BNS — Bank Of Nova Scotia
CIK 2026645
NEW LONDON, NH
Position in BNS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,111,080
+$1,329,610 QoQ
Shares Held
24,310
+115.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#213
of 531 holders
Holding Since
Dec 2025
3 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, 2026HAGER INVESTMENT MANAGEMENT SERVICES, LLC holds $7,099,931 across 7 Banks - Diversified names. BNS ranks #2 (29.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
11,515 | $3,769,204 | |
| 2 | BNS |
Bank Of Nova Scotia
This page
|
24,310 | $2,111,080 | |
| 3 | BAC |
Bank Of America Corp /De/
|
18,069 | $1,029,571 | |
| 4 | C |
Citigroup Inc
|
1,131 | $158,294 | |
| 5 | RY |
Royal Bank Of Canada
|
53 | $10,969 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
112 | $10,650 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
511 | $10,163 |
All Filings in BNS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,111,080 | 24,310 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $781,470 | 11,275 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,231 | 71 | Shares | Sole | 2026-01-22 | |
| No filing history on record for this holder in this stock. | ||||||