Position in USB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$324,348
+$70,280 QoQ
Shares Held
5,370
+9.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,446
of 2,047 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USB 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. USB ranks #6 (5.9% 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
This page
|
5,370 | $324,348 | |
| 7 | KEY |
Keycorp /New/
|
14,012 | $322,976 | |
| 8 | TFC |
Truist Financial Corp
|
3,210 | $159,922 |
All Filings in USB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,348 | 5,370 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $254,068 | 4,885 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $234,944 | 4,403 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $211,685 | 4,380 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $198,104 | 4,378 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $192,101 | 4,550 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $223,126 | 4,665 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $199,108 | 4,354 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $162,571 | 4,095 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $181,303 | 4,056 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $175,024 | 4,044 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $70,342 | 2,129 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $147,877 | 4,102 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $75,794 | 1,738 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $42,053 | 1,043 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $133,135 | 2,893 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $112,571 | 2,118 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $130,482 | 2,323 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $8,499 | 143 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $180,480 | 3,168 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $75,110 | 1,358 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $6,662 | 143 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $5,126 | 143 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $5,265 | 143 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $4,926 | 143 | Shares | Sole | 2020-05-28 | |
| No filing history on record for this holder in this stock. | ||||||