Position in BCS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$14,423
+$4,182 QoQ
Shares Held
537
+11.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#455
of 552 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $740,555 across 18 Banks - Diversified names. BCS ranks #9 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,236 | $404,579 | |
| 2 | BAC |
Bank Of America Corp /De/
|
979 | $55,783 | |
| 3 | C |
Citigroup Inc
|
389 | $54,444 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
453 | $37,435 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
339 | $32,235 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
208 | $30,078 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
785 | $18,510 | |
| 8 | UBS |
UBS Group AG
|
348 | $17,246 |
All Filings in BCS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,423 | 537 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $10,241 | 484 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $12,343 | 485 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $3,410 | 165 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $2,286 | 123 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $1,889 | 123 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $1,634 | 123 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $1,494 | 123 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $1,317 | 123 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $1,162 | 123 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $969 | 123 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $958 | 123 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $966 | 123 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $884 | 123 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $959 | 123 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $787 | 123 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $934 | 123 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $971 | 123 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $1,273 | 123 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $1,269 | 123 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $1,186 | 123 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $1,258 | 123 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||