Position in RF
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$60,188
+$12,075 QoQ
Shares Held
1,993
+8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#907
of 1,096 holders
Holding Since
Mar 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CVA Family Office, LLC holds $5,498,945 across 76 Banks - Regional names. RF ranks #11 (1.1% 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 RF
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,188 | 1,993 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $48,113 | 1,842 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $29,240 | 1,079 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $28,426 | 1,078 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $24,884 | 1,058 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $8,735 | 402 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $16,346 | 695 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $11,431 | 490 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $4,589 | 229 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,683 | 80 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,550 | 80 | Shares | Sole | 2024-01-16 | |
| 2023-03-31 | $464 | 25 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $49,695 | 2,305 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $48,669 | 2,425 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $45,468 | 2,425 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $54,870 | 2,465 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $10,355 | 475 | Shares | Sole | 2022-01-25 | |
| 2021-03-31 | $20,763 | 1,005 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||