Position in BCS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$12,113
New position
Shares Held
451
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#458
of 552 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026ELEVATION WEALTH PARTNERS, LLC holds $1,858,680 across 18 Banks - Diversified names. BCS ranks #16 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,409 | $1,115,867 | |
| 2 | BAC |
Bank Of America Corp /De/
|
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 |
All Filings in BCS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,113 | 451 | Shares | Sole | 2026-07-08 | |
| No filing history on record for this holder in this stock. | ||||||