Position in BNS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$717,211
New position
Shares Held
8,259
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#285
of 531 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Exit Wealth Advisors, LLC. holds $1,001,006 across 2 Banks - Diversified names. BNS ranks #1 (71.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNS |
Bank Of Nova Scotia
This page
|
8,259 | $717,211 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
867 | $283,795 |
All Filings in BNS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $717,211 | 8,259 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||