RAFFA WEALTH MANAGEMENT, LLC
Position in AAMI — Acadian Asset Management Inc.
CIK 1631073
WASHINGTON, DC
Position in AAMI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,002
New position
Shares Held
28
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#275
of 299 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $183,018 across 26 Asset Management names. AAMI ranks #15 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PDI |
PIMCO Dynamic Income Fund
|
2,158 | $36,038 | |
| 2 | BLK |
BlackRock, Inc.
|
34 | $32,693 | |
| 3 | BX |
Blackstone Inc.
|
171 | $20,121 | |
| 4 | AMP |
Ameriprise Financial Inc
|
36 | $16,515 | |
| 5 | STT |
State Street Corp
|
78 | $13,228 | |
| 6 | APO |
Apollo Global Management, Inc.
|
92 | $10,884 | |
| 7 | BAM |
Brookfield Asset Management Ltd.
|
235 | $10,539 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
173 | $7,368 |
All Filings in AAMI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,002 | 28 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||