Position in PFBC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$378,816
+$67,115 QoQ
Shares Held
3,565
+3.7% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#128
of 228 holders
Holding Since
Mar 2021
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFBC 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. PFBC ranks #30 (0.3% 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 PFBC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,816 | 3,565 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $311,701 | 3,437 | Shares | Sole | 2026-04-27 | |
| 2025-06-30 | $295,741 | 3,417 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $281,013 | 3,359 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $293,605 | 3,399 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $268,677 | 3,348 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $254,854 | 3,376 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $263,167 | 3,428 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $253,702 | 3,473 | Shares | Sole | 2024-02-13 | |
| 2022-12-31 | $235,500 | 3,156 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $240,829 | 3,692 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $255,075 | 3,750 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $251,165 | 3,390 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $224,630 | 3,129 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $212,109 | 3,181 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $202,147 | 3,195 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $205,941 | 3,234 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||