CVA Family Office, LLC

Family Office

Position in TFC — Truist Financial Corp

CIK 1802084 DENVER, CO

Position in TFC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$159,922

-$152,122 QoQ

Shares Held

3,210

-52.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,403

of 1,681 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CVA Family Office, LLC holds $5,498,945 across 76 Banks - Regional names. TFC ranks #8 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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 This page	3,210	$159,922

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$159,922	3,210	-52.7%	Shares	Sole	2026-08-07
2026-03-31	$312,044	6,788	+6.0%	Shares	Sole	2026-04-29
2025-12-31	$315,190	6,405	-1.8%	Shares	Sole	2026-01-12
2025-09-30	$298,185	6,522	+2.5%	Shares	Sole	2025-10-30
2025-06-30	$273,588	6,364	+3.4%	Shares	Sole	2025-07-31
2025-03-31	$253,360	6,157	+3.2%	Shares	Sole	2025-04-16
2024-12-31	$258,718	5,964	+6.2%	Shares	Sole	2025-01-07
2024-09-30	$240,196	5,616	+1.3%	Shares	Sole	2024-10-10
2024-06-30	$215,306	5,542	+0.8%	Shares	Sole	2024-07-10
2024-03-31	$214,312	5,498	-7.4%	Shares	Sole	2024-04-10
2023-12-31	$219,267	5,939	-14.1%	Shares	Sole	2024-01-16
2023-06-30	$209,900	6,916	+6.7%	Shares	Sole	2023-07-10
2023-03-31	$220,968	6,480	+47.8%	Shares	Sole	2023-04-27
2022-12-31	$188,686	4,385	+7.5%	Shares	Sole	2023-02-22
2022-09-30	$177,643	4,080	-30.7%	Shares	Sole	2022-11-22
2022-06-30	$279,125	5,885	-21.9%	Shares	Sole	2022-07-11
2022-03-31	$427,234	7,535	+28.4%	Shares	Sole	2022-04-22
2021-12-31	$343,688	5,870	+262.8%	Shares	Sole	2022-01-25
2021-09-30	$94,895	1,618	-66.3%	Shares	Sole	2021-10-12
2021-06-30	$266,677	4,805	+159.9%	Shares	Sole	2021-07-13
2021-03-31	$107,833	1,849	+24.7%	Shares	Sole	2021-04-14
2020-12-31	$71,080	1,483	-8.3%	Shares	Sole	2021-01-15
2020-09-30	$61,564	1,618	+12.9%	Shares	Sole	2020-10-27
2020-06-30	$53,809	1,433	-4.1%	Shares	Sole	2020-07-31
2020-03-31	$46,105	1,495	—	Shares	Sole	2020-05-28
No filing history on record for this holder in this stock.