Position in IBN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,056,078
+$259,680 QoQ
Shares Held
70,826
+2.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#210
of 515 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $143,198,299 across 37 Banks - Regional names. IBN ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BOKF |
Bok Financial Corp
|
770,026 | $106,941,210 | |
| 2 | TFC |
Truist Financial Corp
|
58,565 | $2,917,708 | |
| 3 | SSB |
SouthState Bank Corp
|
27,572 | $2,754,442 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
9,115 | $2,244,295 | |
| 5 | LYG |
Lloyds Banking Group plc
|
376,318 | $2,193,933 | |
| 6 | FITB |
Fifth Third Bancorp
|
37,002 | $2,085,802 | |
| 7 | IBN |
Icici Bank Ltd
This page
|
70,826 | $2,056,078 | |
| 8 | MTB |
M&T Bank Corp
|
7,855 | $1,869,568 |
All Filings in IBN
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,056,078 | 70,826 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,796,398 | 69,359 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $490,686 | 16,466 | Shares | Sole | 2026-02-12 | |
| 2025-06-30 | $1,885,151 | 56,039 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $2,057,751 | 65,284 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $2,014,952 | 67,480 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $2,483,579 | 83,202 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $2,559,970 | 88,857 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $3,051,833 | 115,556 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $2,879,728 | 120,794 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,875,873 | 124,389 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,996,637 | 129,837 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,695,212 | 124,894 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,569,513 | 71,700 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $309,936 | 14,780 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $285,223 | 16,078 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,293,298 | 68,284 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,423,435 | 71,927 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,684,732 | 89,281 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,535,101 | 89,772 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,486,878 | 92,756 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,207,256 | 81,242 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $810,375 | 82,439 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $856,668 | 92,214 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $803,607 | 94,542 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||