Position in TFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,917,708
+$179,138 QoQ
Shares Held
58,565
-1.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#478
of 1,689 holders
Holding Since
Jun 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TFC 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. TFC ranks #2 (2.0% 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
This page
|
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 TFC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,917,708 | 58,565 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,738,570 | 59,573 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,517,488 | 30,837 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $332,613 | 7,275 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $134,601 | 3,131 | Shares | Sole | 2026-02-03 | |
| 2023-03-31 | $213,909 | 6,273 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $411,711 | 9,568 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $404,617 | 9,293 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $446,980 | 9,424 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $565,412 | 9,972 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $592,643 | 10,122 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $586,734 | 10,004 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $701,464 | 12,639 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $729,991 | 12,517 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $619,159 | 12,918 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $491,986 | 12,930 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $358,339 | 9,543 | Shares | Sole | 2020-07-09 | |
| No filing history on record for this holder in this stock. | ||||||