ELEVATION POINT WEALTH PARTNERS, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1744349
DENVER, CO
Position in BNY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,621,713
+$1,308,564 QoQ
Shares Held
38,875
+6.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#454
of 1,868 holders
Holding Since
Sep 2020
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BNY 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. BNY ranks #6 (4.9% 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
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|
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 BNY
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,621,713 | 38,875 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,313,149 | 36,358 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $744,833 | 6,416 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $901,752 | 8,276 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $165,273 | 1,814 | Shares | Sole | 2026-02-03 | |
| 2023-03-31 | $1,081,153 | 23,793 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,132,127 | 24,871 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $915,774 | 23,774 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $950,112 | 22,779 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,126,303 | 22,694 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,242,970 | 21,401 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,122,180 | 21,647 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,092,121 | 21,318 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,013,046 | 21,422 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $841,627 | 19,831 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $685,598 | 19,965 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||