Position in BNS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$137,207
+$67,897 QoQ
Shares Held
1,580
+58.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#416
of 531 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BNS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Clearstead Advisors, LLC holds $124,214,322 across 19 Banks - Diversified names. BNS ranks #18 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
263,732 | $86,327,395 | |
| 2 | BAC |
Bank Of America Corp /De/
|
196,302 | $11,185,287 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
121,810 | $10,066,378 | |
| 4 | C |
Citigroup Inc
|
35,956 | $5,032,401 | |
| 5 | RY |
Royal Bank Of Canada
|
16,986 | $3,515,592 | |
| 6 | UBS |
UBS Group AG
|
30,424 | $1,507,813 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
10,021 | $1,449,136 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
9,765 | $928,553 |
All Filings in BNS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $137,207 | 1,580 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $69,310 | 1,000 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $73,690 | 1,000 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $65,231 | 1,009 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $55,767 | 1,009 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $80,346 | 1,694 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $90,625 | 1,687 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $91,488 | 1,679 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $76,398 | 1,671 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $51,780 | 1,000 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $48,690 | 1,000 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $34,192 | 750 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $37,530 | 750 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $37,770 | 750 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $36,735 | 750 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $35,677 | 750 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $44,407 | 750 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $53,790 | 750 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $53,767 | 750 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $30,765 | 500 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $57,586 | 885 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $31,275 | 500 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $36,477 | 675 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $7,264 | 175 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $11,341 | 275 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $11,165 | 275 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||