Position in USB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$14,314
-$2,225 QoQ
Shares Held
237
-25.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,946
of 2,047 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USB 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. USB ranks #10 (1.0% 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 USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,314 | 237 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $16,539 | 318 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $10,778 | 202 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $9,762 | 202 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $7,421 | 164 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $7,684 | 182 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $8,705 | 182 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $7,499 | 164 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $109,254 | 2,752 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $123,014 | 2,752 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $7,097 | 164 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $5,421 | 164 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $5,418 | 164 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $38,357 | 1,064 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $46,401 | 1,064 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $42,900 | 1,064 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $48,965 | 1,064 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $56,551 | 1,064 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $59,764 | 1,064 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $63,244 | 1,064 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $60,616 | 1,064 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $58,849 | 1,064 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $48,360 | 1,038 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $37,212 | 1,038 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $41,901 | 1,138 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $39,204 | 1,138 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||