Position in BNS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,388,100
+$482,075 QoQ
Shares Held
27,500
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#207
of 531 holders
Holding Since
Sep 2022
16 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, 2026PINNACLE ASSOCIATES LTD holds $285,781,561 across 16 Banks - Diversified names. BNS ranks #10 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
413,954 | $135,499,562 | |
| 2 | BAC |
Bank Of America Corp /De/
|
877,301 | $49,988,610 | |
| 3 | C |
Citigroup Inc
|
332,112 | $46,482,395 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
175,651 | $14,515,798 | |
| 5 | RY |
Royal Bank Of Canada
|
57,530 | $11,906,984 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
60,577 | $8,760,039 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
32,000 | $5,654,400 | |
| 8 | TD |
Toronto Dominion Bank
|
29,507 | $3,583,035 |
All Filings in BNS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,388,100 | 27,500 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,906,025 | 27,500 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,026,475 | 27,500 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,777,875 | 27,500 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,519,925 | 27,500 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,304,325 | 27,500 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,477,300 | 27,500 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,514,822 | 27,800 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,257,300 | 27,500 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,423,950 | 27,500 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,353,582 | 27,800 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $697,527 | 15,300 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $765,612 | 15,300 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $780,580 | 15,500 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $781,231 | 15,950 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $758,741 | 15,950 | Shares | Sole | 2022-11-01 | |
| No filing history on record for this holder in this stock. | ||||||