Position in MTB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,998
+$864 QoQ
Shares Held
21
+5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,061
of 1,144 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MTB 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. MTB ranks #17 (0.3% 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 MTB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,998 | 21 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,134 | 20 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $3,828 | 19 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $3,754 | 19 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $3,685 | 19 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $5,720 | 32 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $6,016 | 32 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $3,384 | 19 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $2,875 | 19 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $2,763 | 19 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $2,604 | 19 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $2,402 | 19 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $2,351 | 19 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $2,271 | 19 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $2,756 | 19 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $3,350 | 19 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $3,028 | 19 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $2,203 | 13 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $1,996 | 13 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $1,941 | 13 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $1,889 | 13 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $1,970 | 13 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $1,654 | 13 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $1,197 | 13 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $1,351 | 13 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $1,344 | 13 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||