Position in BNS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$98,910
+$7,768 QoQ
Shares Held
1,139
-13.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#424
of 531 holders
Holding Since
Mar 2021
21 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, 2026HARBOUR INVESTMENTS, INC. holds $41,805,710 across 19 Banks - Diversified names. BNS ranks #16 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
63,069 | $20,644,375 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
102,000 | $8,429,280 | |
| 3 | BAC |
Bank Of America Corp /De/
|
79,134 | $4,509,055 | |
| 4 | C |
Citigroup Inc
|
18,806 | $2,632,087 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
13,329 | $2,355,234 | |
| 6 | RY |
Royal Bank Of Canada
|
3,314 | $685,898 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
4,276 | $618,352 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
3,762 | $432,630 |
All Filings in BNS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $98,910 | 1,139 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $91,142 | 1,315 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $68,752 | 933 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $60,318 | 933 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $57,093 | 1,033 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $48,995 | 1,033 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $76,819 | 1,430 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $151,373 | 2,778 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $102,870 | 2,250 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $128,155 | 2,475 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $125,376 | 2,575 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $116,254 | 2,550 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $103,232 | 2,063 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $105,806 | 2,101 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $103,592 | 2,115 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $91,334 | 1,920 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $113,683 | 1,920 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $122,374 | 1,707 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $355,212 | 5,773 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $290,016 | 4,457 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $207,228 | 3,313 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||