ELEVATION POINT WEALTH PARTNERS, LLC

Position in IBN — Icici Bank Ltd

CIK 1744349 DENVER, CO

Position in IBN

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$1,796,398

+$1,305,712 QoQ

Shares Held

69,359

+321.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $30,280,084 across 35 Banks - Regional names. IBN ranks #4 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp	59,573	$2,738,570
2	SSB	SouthState Bank Corp	22,650	$2,095,578
3	LYG	Lloyds Banking Group plc	365,056	$1,836,231
4	IBN	Icici Bank Ltd This page	69,359	$1,796,398
5	NU	Nu Holdings Ltd.	112,269	$1,613,305
6	USB	US Bancorp De	30,251	$1,573,354
7	FITB	Fifth Third Bancorp	33,134	$1,539,405
8	PNC	Pnc Financial Services Group, Inc.	7,076	$1,472,444

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,796,398	69,359	+321.2%	Shares	Sole	2026-04-27
2025-12-31	$490,686	16,466	-70.6%	Shares	Sole	2026-02-12
2025-06-30	$1,885,151	56,039	-14.2%	Shares	Sole	2026-02-03
2025-03-31	$2,057,751	65,284	-3.3%	Shares	Sole	2026-02-03
2024-12-31	$2,014,952	67,480	-18.9%	Shares	Sole	2026-02-03
2024-09-30	$2,483,579	83,202	-6.4%	Shares	Sole	2026-02-03
2024-06-30	$2,559,970	88,857	-23.1%	Shares	Sole	2026-02-03
2024-03-31	$3,051,833	115,556	-4.3%	Shares	Sole	2026-02-03
2023-12-31	$2,879,728	120,794	-2.9%	Shares	Sole	2024-02-13
2023-09-30	$2,875,873	124,389	-4.2%	Shares	Sole	2023-10-11
2023-06-30	$2,996,637	129,837	+4.0%	Shares	Sole	2023-08-14
2023-03-31	$2,695,212	124,894	+74.2%	Shares	Sole	2023-05-11
2022-12-31	$1,569,513	71,700	+385.1%	Shares	Sole	2023-02-14
2022-09-30	$309,936	14,780	-8.1%	Shares	Sole	2022-11-07
2022-06-30	$285,223	16,078	-76.5%	Shares	Sole	2022-08-02
2022-03-31	$1,293,298	68,284	-5.1%	Shares	Sole	2022-05-03
2021-12-31	$1,423,435	71,927	-19.4%	Shares	Sole	2022-02-02
2021-09-30	$1,684,732	89,281	-0.5%	Shares	Sole	2021-11-02
2021-06-30	$1,535,101	89,772	-3.2%	Shares	Sole	2021-08-04
2021-03-31	$1,486,878	92,756	+14.2%	Shares	Sole	2021-05-04
2020-12-31	$1,207,256	81,242	-1.5%	Shares	Sole	2021-02-12
2020-09-30	$810,375	82,439	-10.6%	Shares	Sole	2020-11-16
2020-06-30	$856,668	92,214	-2.5%	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.