Position in C
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,133,955
+$219,190 QoQ
Shares Held
8,102
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,276
of 2,617 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CVA Family Office, LLC holds $8,823,661 across 17 Banks - Diversified names. C ranks #2 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
13,920 | $4,556,433 | |
| 2 | C |
Citigroup Inc
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|
8,102 | $1,133,955 | |
| 3 | BAC |
Bank Of America Corp /De/
|
13,418 | $764,557 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
7,425 | $613,602 | |
| 5 | RY |
Royal Bank Of Canada
|
2,423 | $501,488 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
2,512 | $443,870 | |
| 7 | TD |
Toronto Dominion Bank
|
3,617 | $439,212 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
2,130 | $308,019 |
All Filings in C
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,133,955 | 8,102 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $914,765 | 8,066 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $860,472 | 7,374 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $752,216 | 7,411 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $624,099 | 7,332 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $520,001 | 7,325 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $520,322 | 7,392 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $439,702 | 7,024 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $442,125 | 6,967 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $439,518 | 6,950 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $374,226 | 7,275 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $223,952 | 5,445 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $400,824 | 8,706 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $364,710 | 7,778 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $291,235 | 6,439 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $334,151 | 8,019 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $115,158 | 2,504 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $97,935 | 1,834 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $27,417 | 454 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $63,653 | 907 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $207,014 | 2,926 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $136,479 | 1,876 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $22,937 | 372 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $39,100 | 907 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $46,347 | 907 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $37,486 | 890 | Shares | Sole | 2020-05-28 | |
| No filing history on record for this holder in this stock. | ||||||