ELEVATION POINT WEALTH PARTNERS, LLC
Position in WTFC — Wintrust Financial Corp
CIK 1744349
DENVER, CO
Position in WTFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$526,679
+$71,095 QoQ
Shares Held
3,277
-0.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#317
of 592 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTFC 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. WTFC ranks #24 (0.4% 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 WTFC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $526,679 | 3,277 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $455,584 | 3,279 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $344,873 | 2,604 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $317,512 | 2,561 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $533,622 | 4,745 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $649,115 | 5,205 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $576,511 | 5,312 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $530,351 | 5,381 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $564,541 | 5,408 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $426,371 | 4,597 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $312,721 | 4,142 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $261,577 | 3,602 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $285,453 | 3,913 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $386,425 | 4,572 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $352,377 | 4,321 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $350,896 | 4,378 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $369,582 | 3,977 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $331,856 | 3,654 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $348,725 | 4,339 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $290,494 | 3,841 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $294,407 | 3,884 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $289,627 | 4,741 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||