ELEVATION POINT WEALTH PARTNERS, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1744349
DENVER, CO
Position in WFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,047,179
+$2,741,590 QoQ
Shares Held
109,477
+38.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#521
of 2,853 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $115,792,053 across 14 Banks - Diversified names. WFC ranks #3 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
196,682 | $64,379,919 | |
| 2 | UBS |
UBS Group AG
|
190,346 | $9,433,547 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
109,477 | $9,047,179 | |
| 4 | BAC |
Bank Of America Corp /De/
|
141,354 | $8,054,350 | |
| 5 | C |
Citigroup Inc
|
50,716 | $7,098,211 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
38,875 | $5,621,713 | |
| 7 | ING |
Ing Groep NV
|
153,298 | $4,810,491 | |
| 8 | BCS |
Barclays PLC
|
94,453 | $2,537,007 |
All Filings in WFC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,047,179 | 109,477 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,305,589 | 79,206 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,453,174 | 15,592 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,880,949 | 46,301 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,286,762 | 41,023 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $2,384,145 | 33,210 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $2,006,546 | 28,567 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $1,863,153 | 32,982 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $2,296,670 | 38,671 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $2,342,105 | 40,409 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $2,160,758 | 43,900 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,289,385 | 56,030 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,392,896 | 56,066 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,124,604 | 56,838 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,756,270 | 42,535 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,216,363 | 55,106 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,975,147 | 50,425 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,330,392 | 48,089 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $3,110,111 | 64,821 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,575,708 | 55,499 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $456,704 | 10,084 | Shares | Sole | 2021-08-04 | |
| 2020-03-31 | $1,206,662 | 42,044 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||