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Bogart Wealth LLC’s Rafael Holdings RFL Stock Holding History

Bogart Wealth LLC’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 		$164 Buy
+50
New +$80 ﹤0.01% 1912

Other funds holding RFL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIS
Advocate Investing Services Woodbine, Maryland $130M AUM
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Bogart Wealth LLC's RFL Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Rafael Holdings (RFL) in Q2 2026: 50 shares worth $164. The stake represents ﹤0.01% of the portfolio and ranks #1912 among its holdings.

6 funds tracked by Wall St. Rank hold RFL as of Q2 2026.

  • Bogart Wealth LLC held 50 shares of Rafael Holdings worth $164 as of Q2 2026.
  • Rafael Holdings was a new Bogart Wealth LLC position in Q2 2026.
  • Rafael Holdings made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1912 holding.
  • 6 funds tracked by Wall St. Rank held Rafael Holdings as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.