Position in TFC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$10,910
+$2,222 QoQ
Shares Held
219
+15.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,586
of 1,681 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TFC 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. TFC ranks #12 (0.7% 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 TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,910 | 219 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $8,688 | 189 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $9,103 | 185 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $10,789 | 236 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $8,512 | 198 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $8,147 | 198 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $8,589 | 198 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $8,468 | 198 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $107,420 | 2,765 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $107,779 | 2,765 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $7,310 | 198 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $5,664 | 198 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $6,009 | 198 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $98,003 | 2,874 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $121,473 | 2,823 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $169,327 | 3,889 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $184,455 | 3,889 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $249,933 | 4,408 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $262,479 | 4,483 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $258,529 | 4,408 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $245,088 | 4,416 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $227,273 | 3,897 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $185,920 | 3,879 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $159,924 | 4,203 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $178,587 | 4,756 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $169,650 | 5,501 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||