Position in BCS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,537,007
+$562,462 QoQ
Shares Held
94,453
+1.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#140
of 552 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $115,792,053 across 14 Banks - Diversified names. BCS ranks #8 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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/
|
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
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|
94,453 | $2,537,007 |
All Filings in BCS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,537,007 | 94,453 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,974,545 | 93,315 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $444,204 | 17,454 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,098,480 | 101,523 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,489,021 | 80,098 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $1,208,294 | 78,665 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $1,003,913 | 75,539 | Shares | Sole | 2026-02-03 | |
| 2020-03-31 | $111,972 | 24,718 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||