Position in USB
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,573,354
+$874,072 QoQ
Shares Held
30,251
+130.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $30,280,084 across 35 Banks - Regional names. USB ranks #6 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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
|
69,359 | $1,796,398 | |
| 5 | NU |
Nu Holdings Ltd.
|
112,269 | $1,613,305 | |
| 6 | USB |
US Bancorp De
This page
|
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 |
All Filings in USB
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,573,354 | 30,251 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $699,282 | 13,105 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,087,280 | 22,497 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $497,840 | 11,002 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $444,112 | 10,519 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $532,969 | 11,143 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $484,783 | 10,601 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $357,657 | 9,009 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $379,458 | 8,489 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $336,675 | 7,779 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $313,640 | 9,487 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $291,544 | 8,824 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $318,321 | 8,830 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $398,769 | 9,144 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $361,992 | 8,978 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $423,936 | 9,212 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $512,631 | 9,645 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $588,605 | 10,479 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $523,606 | 8,809 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $228,449 | 4,010 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $231,140 | 4,179 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||