ELEVATION POINT WEALTH PARTNERS, LLC
Position in KB — KB Financial Group Inc.
CIK 1744349
DENVER, CO
Position in KB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$610,447
+$318,538 QoQ
Shares Held
5,816
+98.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#183
of 362 holders
Holding Since
Jun 2021
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KB 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. KB ranks #23 (0.4% 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
|
70,826 | $2,056,078 | |
| 8 | MTB |
M&T Bank Corp
|
7,855 | $1,869,568 |
All Filings in KB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $610,447 | 5,816 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $291,909 | 2,927 | Shares | Sole | 2026-04-27 | |
| 2025-06-30 | $203,501 | 2,464 | Shares | Sole | 2026-02-03 | |
| 2022-03-31 | $291,661 | 5,973 | Shares | Sole | 2022-05-03 | |
| 2021-06-30 | $223,526 | 4,534 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||