Position in C
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,098,211
+$1,231,739 QoQ
Shares Held
50,716
-2.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#666
of 2,617 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in C 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. C ranks #5 (6.1% 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
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|
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
|
94,453 | $2,537,007 |
All Filings in C
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,098,211 | 50,716 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,866,472 | 51,728 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $888,944 | 7,618 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $912,586 | 8,991 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,714,551 | 43,639 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $3,295,852 | 46,427 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $4,573,942 | 64,980 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $5,289,950 | 84,504 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $6,487,960 | 102,237 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $7,489,449 | 118,429 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $6,644,607 | 129,172 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,088,021 | 148,019 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $5,948,506 | 129,203 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,093,121 | 129,945 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,872,004 | 85,607 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,215,542 | 125,163 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $5,542,208 | 120,509 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $5,715,775 | 107,037 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $6,124,874 | 101,422 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $7,610,178 | 108,438 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $7,610,153 | 107,564 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $7,906,833 | 108,685 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $7,078,691 | 114,802 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,166,819 | 119,852 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $5,333,255 | 104,369 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $4,325,808 | 102,702 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||