Position in IBN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$16,169
+$5,084 QoQ
Shares Held
557
+30.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#452
of 508 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBN 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. IBN ranks #7 (1.1% 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
This page
|
557 | $16,169 | |
| 8 | HDB |
Hdfc Bank Ltd
|
611 | $15,782 |
All Filings in IBN
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,169 | 557 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $11,085 | 428 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $12,754 | 428 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $7,708 | 255 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $5,146 | 153 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $5,263 | 167 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $5,344 | 179 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $5,343 | 179 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $5,156 | 179 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $4,912 | 186 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $4,505 | 189 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $3,999 | 173 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $3,992 | 173 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $3,064 | 142 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $3,108 | 142 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $2,977 | 142 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $3,104 | 175 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $3,314 | 175 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $2,513 | 127 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $2,396 | 127 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $2,171 | 127 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $2,035 | 127 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||