ELEVATION POINT WEALTH PARTNERS, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1744349 DENVER, CO

Back to BAC Full portfolio

Position in BAC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$8,054,350

+$1,125,415 QoQ

Shares Held

141,354

-0.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#794

of 3,589 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in BAC Over Time

Shares Held

Position Value (USD)

Derivatives in BAC

reported options exposure · as of Dec 31, 2024

CallValue

CallShares

PutValue

$2,560

PutShares

1,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $115,792,053 across 14 Banks - Diversified names. BAC ranks #4 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	196,682	$64,379,919
2	UBS	UBS Group AG	190,346	$9,433,547
3	WFC	Wells Fargo & Company/Mn	109,477	$9,047,179
4	BAC	Bank Of America Corp /De/ This page	141,354	$8,054,350
5	C	Citigroup Inc	50,716	$7,098,211
6	BNY	Bank of New York Mellon Corp	38,875	$5,621,713
7	ING	Ing Groep NV	153,298	$4,810,491
8	BCS	Barclays PLC	94,453	$2,537,007

All Filings in BAC

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24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,054,350	141,354	-0.5%	Shares	Sole	2026-08-12
2026-03-31	$6,928,935	142,132	+73.3%	Shares	Sole	2026-04-27
2025-12-31	$4,510,550	82,010	+127.0%	Shares	Sole	2026-02-12
2025-09-30	$1,864,101	36,133	+528.6%	Shares	Sole	2025-11-14
2025-06-30	$271,995	5,748	+10.9%	Shares	Sole	2026-02-03
2025-03-31	$216,203	5,181	+7.2%	Shares	Sole	2026-02-03
2024-12-31	$212,410	4,833	-18.9%	Shares	Sole	2026-02-03
2024-12-31	$2,560	1,000	—	Put	Sole	2026-02-03
2024-09-30	$236,453	5,959	-21.1%	Shares	Sole	2026-02-03
2024-06-30	$300,541	7,557	+20.7%	Shares	Sole	2026-02-03
2024-03-31	$237,379	6,260	-72.1%	Shares	Sole	2026-02-03
2023-03-31	$640,983	22,412	-13.8%	Shares	Sole	2023-05-11
2022-12-31	$861,153	26,001	+5.0%	Shares	Sole	2023-02-14
2022-09-30	$747,842	24,763	+4.0%	Shares	Sole	2022-11-07
2022-06-30	$741,018	23,804	+15.4%	Shares	Sole	2022-08-02
2022-03-31	$850,121	20,624	-4.7%	Shares	Sole	2022-05-03
2021-12-31	$962,763	21,640	-7.0%	Shares	Sole	2022-02-02
2021-09-30	$987,853	23,271	+6.1%	Shares	Sole	2021-11-02
2021-06-30	$904,338	21,934	-19.9%	Shares	Sole	2021-08-04
2021-03-31	$1,059,370	27,381	-4.7%	Shares	Sole	2021-05-04
2020-12-31	$870,957	28,735	-3.7%	Shares	Sole	2021-02-12
2020-09-30	$718,508	29,826	+4.5%	Shares	Sole	2020-11-16
2020-06-30	$677,991	28,547	+19.3%	Shares	Sole	2020-07-09
2020-03-31	$508,203	23,938	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.