RAFFA WEALTH MANAGEMENT, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1631073
WASHINGTON, DC
Position in BNY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$30,078
-$172 QoQ
Shares Held
208
-18.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,749
of 1,868 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BNY 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. BNY ranks #6 (4.1% 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
This page
|
208 | $30,078 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
785 | $18,510 | |
| 8 | UBS |
UBS Group AG
|
348 | $17,246 |
All Filings in BNY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,078 | 208 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $30,250 | 255 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $21,592 | 186 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $20,266 | 186 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $15,306 | 168 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $14,090 | 168 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $12,907 | 168 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $12,072 | 168 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $10,061 | 168 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $9,680 | 168 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $8,744 | 168 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $7,165 | 168 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $7,479 | 168 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $7,633 | 168 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $7,647 | 168 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $6,471 | 168 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $7,007 | 168 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $8,337 | 168 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $9,757 | 168 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $8,709 | 168 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $8,606 | 168 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $7,944 | 168 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $6,153 | 145 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $4,120 | 120 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $4,638 | 120 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $3,873 | 115 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||