Americana Partners’s Rafael Holdings RFL Stock Holding History

Americana Partners’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	$144K	Hold	43,793	–	–	﹤0.01%	590
2026 Q1	$54.7K	Hold	43,793	–	–	﹤0.01%	508
2025 Q4	$51.7K	Hold	43,793	–	–	﹤0.01%	472
2025 Q3	$59.6K	Hold	43,793	–	–	﹤0.01%	453
2025 Q2	$75.8K	Buy	+43,793	New	+$71.3K	﹤0.01%	417

Other funds holding RFL

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIS

Advocate Investing Services Woodbine, Maryland $130M AUM

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

CIAM

Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Americana Partners's RFL Position: Q2 2026 in Review

Americana Partners held its Rafael Holdings (RFL) position steady in Q2 2026 at 43,793 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Americana Partners first reported a position in RFL in Q2 2025 and has held it in 5 quarters since. 9 funds tracked by Wall St. Rank hold RFL as of Q2 2026.

Americana Partners held 43,793 shares of Rafael Holdings worth $144K as of Q2 2026.
Americana Partners left its Rafael Holdings share count unchanged in Q2 2026.
Rafael Holdings made up ﹤0.01% of Americana Partners's portfolio in Q2 2026, its #590 holding.
Americana Partners first reported a position in Rafael Holdings in Q2 2025 and has held it in 5 quarters since.
9 funds tracked by Wall St. Rank held Rafael Holdings as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.