Position in AX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,959
+$5,386 QoQ
Shares Held
92
+119.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#335
of 381 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AX Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CVA Family Office, LLC holds $5,506,145 across 76 Banks - Regional names. AX ranks #34 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZION |
Zions Bancorporation, National Association /Ut/
|
24,602 | $1,702,212 | |
| 2 | FNB |
Fnb Corp/Pa/
|
38,058 | $726,146 | |
| 3 | BAP |
Credicorp Ltd
|
1,650 | $642,807 | |
| 4 | FITB |
Fifth Third Bancorp
|
6,999 | $394,533 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
1,443 | $355,295 | |
| 6 | USB |
US Bancorp \De\
|
5,370 | $324,348 | |
| 7 | KEY |
Keycorp /New/
|
14,012 | $322,976 | |
| 8 | TFC |
Truist Financial Corp
|
3,210 | $159,922 |
All Filings in AX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,959 | 92 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,573 | 42 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||