RWML
PLUS icon

RAFFA WEALTH MANAGEMENT, LLC’s ePlus PLUS Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$666 Hold
8
– – ﹤0.01% 1135
2026
Q1 		$602 Hold
8
– – ﹤0.01% 1043
2025
Q4 		$702 Hold
8
– – ﹤0.01% 1010
2025
Q3 		$568 Buy
+8
New +$564 ﹤0.01% 1041

Other funds holding PLUS

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's PLUS Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its ePlus (PLUS) position steady in Q2 2026 at 8 shares worth $666. The position accounts for ﹤0.01% of the portfolio, ranked #1135.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in PLUS in Q3 2025 and has held it in 4 quarters since. The position peaked at $702 in Q4 2025. 63 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 8 shares of ePlus worth $666 as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC left its ePlus share count unchanged in Q2 2026.
  • ePlus made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1135 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in ePlus in Q3 2025 and has held it in 4 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's ePlus position peaked at $702 in Q4 2025.
  • 63 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.