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Advocate Investing Services’s Rafael Holdings RFL Stock Holding History

Advocate Investing Services’s Portfolio RFL Stock Details RFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.07K Hold
1,849
– – ﹤0.01% 311
2026
Q1 		$2.31K Hold
1,849
– – ﹤0.01% 357
2025
Q4 		$2.18K Buy
+1,849
New +$2.4K ﹤0.01% 337

Other funds holding RFL

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KBG
Kahn Brothers Group New York $633M AUM 39.01% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Advocate Investing Services's RFL Position: Q2 2026 in Review

Advocate Investing Services held its Rafael Holdings (RFL) position steady in Q2 2026 at 1,849 shares worth $6.07K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Advocate Investing Services first reported a position in RFL in Q4 2025 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold RFL as of Q2 2026.

  • Advocate Investing Services held 1,849 shares of Rafael Holdings worth $6.07K as of Q2 2026.
  • Advocate Investing Services left its Rafael Holdings share count unchanged in Q2 2026.
  • Rafael Holdings made up ﹤0.01% of Advocate Investing Services's portfolio in Q2 2026, its #311 holding.
  • Advocate Investing Services first reported a position in Rafael Holdings in Q4 2025 and has held it in 3 quarters since.
  • 43 funds tracked by Wall St. Rank held Rafael Holdings as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.