Position in BVFL
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$957
+$50 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BVFL Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Avion Wealth holds $547,106 across 65 Banks - Regional names. BVFL ranks #42 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TCBX |
Third Coast Bancshares, Inc.
|
6,800 | $257,244 | |
| 2 | FHN |
First Horizon Corp
|
2,493 | $56,740 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
244 | $50,773 | |
| 4 | USB |
US Bancorp De
|
326 | $16,955 | |
| 5 | TFC |
Truist Financial Corp
|
293 | $13,469 | |
| 6 | MTB |
M&T Bank Corp
|
56 | $11,576 | |
| 7 | NEWT |
NewtekOne, Inc.
|
1,000 | $10,950 | |
| 8 | NU |
Nu Holdings Ltd.
|
600 | $8,622 |
All Filings in BVFL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $957 | 50 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $907 | 50 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $806 | 50 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $761 | 50 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $763 | 50 | Shares | Sole | 2025-05-09 | |
| 2024-09-30 | $767 | 50 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $595 | 50 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $516 | 50 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $709 | 50 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||