ELEVATION POINT WEALTH PARTNERS, LLC
Position in WF — Woori Financial Group Inc.
CIK 1744349
DENVER, CO
Position in WF
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$456,276
New position
Shares Held
6,851
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Mar 31, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $30,280,084 across 35 Banks - Regional names. WF ranks #22 (1.5% 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\
|
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 WF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $456,276 | 6,851 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||