ELEVATION WEALTH PARTNERS, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1976256
WALNUT CREEK, CA
Position in BNY
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$38,755
+$24,757 QoQ
Shares Held
268
+127.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,730
of 1,868 holders
Holding Since
Sep 2025
4 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 WEALTH PARTNERS, LLC holds $1,858,680 across 18 Banks - Diversified names. BNY ranks #4 (2.1% 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
This page
|
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 BNY
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,755 | 268 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $13,998 | 118 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $12,537 | 108 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $7,518 | 69 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||