ELEVATION POINT WEALTH PARTNERS, LLC historic quarter change: USA Preferred Shares, Sold out
In preferred shares (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, ELEVATION POINT WEALTH PARTNERS, LLC opened 7 positions, added to 9, reduced 4 and sold out of 5.
- Q3 2025: Stock WELLS FARGO CO NEW; Country of operation United States; Class PERP PFD CNV A; Shares before 13.
- Q3 2025: Stock BANK AMERICA CORP; Country of operation United States; Class 7.25%CNV PFD L; Shares before 8.
- Q3 2025: Stock GTLSPRB; Country of operation United States; Class 6.75DP CNV PFD B; Shares before 127.
- Q3 2025: Stock BAPRA; Country of operation United States; Class DEP CONV PFD A; Shares before 85.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1744349), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-12); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-27); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2026-02-03); Q1 2025 (2024-12-31 to 2025-03-31, filed 2026-02-03); Q4 2024 (2024-09-30 to 2024-12-31, filed 2026-02-03); Q3 2024 (2024-06-30 to 2024-09-30, filed 2026-02-03); Q2 2024 (2024-03-31 to 2024-06-30, filed 2026-02-03); Q1 2024 (2023-12-31 to 2024-03-31, filed 2026-02-03). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2018-03-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Geneos Wealth Management Inc. | United States | $4.310B | 2,465 |
| Itau Unibanco Holding S.A. | Brazil | $4.309B | 400 |
| NorthCoast Asset Management LLC | United States | $4.314B | 484 |
| IHT Wealth Management, LLC | United States | $4.303B | 1,265 |
| Northwest & Ethical Investments L.P. | Canada | $4.324B | 526 |
| Context Capital Management, LLC | United States | $4.327B | 392 |
| Nicholas Hoffman & Company, LLC. | United States | $4.333B | 326 |
| Skandinaviska Enskilda Banken AB (publ) | Sweden | $4.335B | 346 |
| BAILARD, INC. | United States | $4.350B | 736 |
| EMINENCE CAPITAL, LP | United States | $4.361B | 33 |