Position in BNS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$533,078,714
+$116,616,482 QoQ
Shares Held
6,138,631
+2.2% QoQ
Ownership
0.504%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#27
of 531 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 5%
None 1%
Common Shares in BNS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $16,564,914,147 across 19 Banks - Diversified names. BNS ranks #10 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
19,418,112 | $6,356,130,597 | |
| 2 | BAC |
Bank Of America Corp /De/
|
31,531,185 | $1,796,646,919 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
18,695,330 | $1,544,982,069 | |
| 4 | C |
Citigroup Inc
|
7,976,653 | $1,116,412,352 | |
| 5 | TD |
Toronto Dominion Bank
|
7,764,118 | $942,796,845 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
9,812,755 | $933,094,871 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
5,469,148 | $790,893,489 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
3,659,355 | $646,608,026 |
All Filings in BNS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $533,078,714 | 6,138,631 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $416,462,232 | 6,008,689 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $431,392,164 | 5,854,148 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $369,660,811 | 5,717,878 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $305,869,095 | 5,534,089 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $252,679,147 | 5,327,412 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $276,651,014 | 5,149,870 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $285,084,648 | 5,231,871 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $232,783,012 | 5,091,492 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $273,747,498 | 5,286,742 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $273,394,883 | 5,615,011 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $258,558,713 | 5,671,391 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $280,933,415 | 5,614,177 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $268,635,597 | 5,334,305 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $257,594,094 | 5,259,169 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $237,726,220 | 4,997,398 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $249,277,887 | 4,210,064 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $295,442,650 | 4,119,390 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $283,493,158 | 3,954,431 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $240,542,059 | 3,909,346 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $252,729,602 | 3,883,965 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $241,250,033 | 3,856,915 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $208,693,941 | 3,861,842 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $159,424,924 | 3,840,639 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $152,278,287 | 3,692,490 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $139,406,068 | 3,433,647 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||