Position in WF
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$17,220
+$8,363 QoQ
Shares Held
300
+125.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#161
of 196 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WF 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. WF ranks #5 (1.2% 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.
This page
|
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 WF
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,220 | 300 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $8,857 | 133 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $8,348 | 142 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $5,109 | 91 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $3,232 | 65 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $2,169 | 65 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $2,031 | 65 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $2,322 | 65 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $2,082 | 65 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $2,107 | 65 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $1,964 | 65 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $1,782 | 65 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $1,751 | 65 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $1,708 | 65 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $1,789 | 65 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $1,450 | 65 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $1,838 | 65 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $2,447 | 65 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $2,088 | 65 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $2,485 | 86 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $2,603 | 86 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $2,547 | 94 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||