CVA Family Office, LLC
Family OfficePosition in ZION — Zions Bancorporation, National Association /Ut/
CIK 1802084
DENVER, CO
Position in ZION
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,702,212
+$293,115 QoQ
Shares Held
24,602
+0.6% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#211
of 599 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ZION Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CVA Family Office, LLC holds $5,506,145 across 76 Banks - Regional names. ZION ranks #1 (30.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZION |
Zions Bancorporation, National Association /Ut/
This page
|
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 ZION
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,702,212 | 24,602 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,409,097 | 24,455 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,423,400 | 24,315 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,374,950 | 24,301 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,261,518 | 24,288 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,252,283 | 25,116 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,378,601 | 25,412 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $1,191,030 | 25,223 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,084,510 | 25,006 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,075,582 | 24,783 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,076,482 | 24,538 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $850,199 | 24,368 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $644,666 | 24,001 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $378,540 | 13,135 | Shares | Sole | 2023-04-27 | |
| 2022-09-30 | $7,629 | 150 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $11,198 | 220 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $12,784 | 195 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $9,474 | 150 | Shares | Sole | 2022-01-25 | |
| 2021-06-30 | $2,643 | 50 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,374 | 25 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||