Position in C
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$54,444
+$9,988 QoQ
Shares Held
389
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,423
of 2,617 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in C 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. C ranks #3 (7.4% 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
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|
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 C
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,444 | 389 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $44,456 | 392 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $40,491 | 347 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $33,190 | 327 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $24,429 | 287 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $20,374 | 287 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $23,017 | 327 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $23,162 | 370 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $31,158 | 491 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $25,359 | 401 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $23,199 | 451 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $18,549 | 451 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $20,764 | 451 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $21,147 | 451 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $20,398 | 451 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $18,793 | 451 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $20,741 | 451 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $24,083 | 451 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $27,235 | 451 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $31,019 | 442 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $31,271 | 442 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $29,827 | 410 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $22,074 | 358 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $16,726 | 388 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $16,505 | 323 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $12,636 | 300 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||