Position in BBD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$801
-$42 QoQ
Shares Held
231
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#291
of 303 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BBD Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $1,485,312 across 89 Banks - Regional names. BBD ranks #41 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EGBN |
Eagle Bancorp Inc
|
43,105 | $1,223,750 | |
| 2 | MFG |
Mizuho Financial Group Inc
|
2,203 | $21,104 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
77 | $18,958 | |
| 4 | SHG |
Shinhan Financial Group Co Ltd
|
277 | $17,520 | |
| 5 | WF |
Woori Financial Group Inc.
|
300 | $17,220 | |
| 6 | KB |
KB Financial Group Inc.
|
159 | $16,688 | |
| 7 | IBN |
Icici Bank Ltd
|
557 | $16,169 | |
| 8 | HDB |
Hdfc Bank Ltd
|
611 | $15,782 |
All Filings in BBD
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $801 | 231 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $843 | 231 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $769 | 231 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $780 | 231 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $713 | 231 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $515 | 231 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $441 | 231 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $614 | 231 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $517 | 231 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $660 | 231 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $808 | 231 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $658 | 231 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $799 | 231 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $605 | 231 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $665 | 231 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $850 | 231 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $753 | 231 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $974 | 210 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $718 | 210 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $804 | 210 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $1,077 | 210 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $897 | 191 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||