PDS Planning, Inc

Position in BNS — Bank Of Nova Scotia

CIK 838618 DUBLIN, OH

Position in BNS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$556,991

+$112,853 QoQ

Shares Held

6,414

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#297

of 531 holders

Holding Since

Jun 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PDS Planning, Inc holds $32,411,485 across 18 Banks - Diversified names. BNS ranks #16 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	49,614	$16,240,150
2	BAC	Bank Of America Corp /De/	31,074	$1,770,596
3	HSBC	Hsbc Holdings PLC	17,023	$1,618,717
4	C	Citigroup Inc	8,618	$1,206,175
5	SMFG	Sumitomo Mitsui Financial Group, Inc.	50,641	$1,194,114
6	WFC	Wells Fargo & Company/Mn	14,211	$1,174,397
7	RY	Royal Bank Of Canada	5,618	$1,162,757
8	UBS	UBS Group AG	20,470	$1,014,493

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$556,991	6,414	+0.1%	Shares	Sole	2026-08-05
2026-03-31	$444,138	6,408	-4.5%	Shares	Sole	2026-04-22
2025-12-31	$494,312	6,708	+0.5%	Shares	Sole	2026-01-26
2025-09-30	$431,474	6,674	-6.0%	Shares	Sole	2025-10-21
2025-06-30	$392,251	7,097	+2.9%	Shares	Sole	2025-07-24
2025-03-31	$327,124	6,897	+19.4%	Shares	Sole	2025-04-24
2024-12-31	$310,286	5,776	0.0%	Shares	Sole	2025-02-10
2024-09-30	$314,734	5,776	-0.4%	Shares	Sole	2024-10-30
2024-06-30	$265,038	5,797	-1.0%	Shares	Sole	2024-08-08
2024-03-31	$303,327	5,858	+12.2%	Shares	Sole	2024-05-01
2023-12-31	$254,113	5,219	-11.4%	Shares	Sole	2024-02-01
2023-09-30	$268,570	5,891	-8.3%	Shares	Sole	2023-10-23
2023-06-30	$321,406	6,423	+15.4%	Shares	Sole	2023-07-21
2023-03-31	$280,354	5,567	+62.1%	Shares	Sole	2023-05-02
2022-06-30	$203,327	3,434	—	Shares	Sole	2022-07-15
No filing history on record for this holder in this stock.