ELEVATION WEALTH PARTNERS, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1976256 WALNUT CREEK, CA

Position in BAC

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$235,270

+$55,870 QoQ

Shares Held

4,129

+12.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#3,148

of 3,589 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ELEVATION WEALTH PARTNERS, LLC holds $1,858,680 across 18 Banks - Diversified names. BAC ranks #2 (12.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	3,409	$1,115,867
2	BAC	Bank Of America Corp /De/ This page	4,129	$235,270
3	C	Citigroup Inc	1,550	$216,938
4	BNY	Bank of New York Mellon Corp	268	$38,755
5	WFC	Wells Fargo & Company/Mn	444	$36,692
6	MUFG	Mitsubishi Ufj Financial Group Inc	1,269	$25,240
7	SMFG	Sumitomo Mitsui Financial Group, Inc.	928	$21,882
8	HSBC	Hsbc Holdings PLC	222	$21,109

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$235,270	4,129	+12.2%	Shares	Sole	2026-07-08
2026-03-31	$179,400	3,680	+3.4%	Shares	Sole	2026-04-14
2025-12-31	$195,690	3,558	+2.6%	Shares	Sole	2026-01-09
2025-09-30	$178,965	3,469	+12.1%	Shares	Sole	2025-10-14
2025-06-30	$146,408	3,094	+0.1%	Shares	Sole	2025-07-08
2025-03-31	$129,029	3,092	+0.1%	Shares	Sole	2025-04-09
2024-12-31	$135,805	3,090	+0.1%	Shares	Sole	2025-01-29
2024-09-30	$122,492	3,087	+667.9%	Shares	Sole	2024-10-04
2024-06-30	$15,987	402	+1.3%	Shares	Sole	2024-07-09
2024-03-31	$15,054	397	-65.2%	Shares	Sole	2024-04-19
2023-12-31	$38,383	1,140	+192.3%	Shares	Sole	2024-01-17
2023-09-30	$10,678	390	+0.5%	Shares	Sole	2023-10-10
2023-06-30	$11,131	388	-77.9%	Shares	Sole	2023-07-06
2023-03-31	$50,250	1,757	—	Shares	Sole	2023-05-04
No filing history on record for this holder in this stock.