Bogart Wealth LLC
RFL icon

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
Q3 		$66 Hold
50
– – ﹤0.01% 1993
2026
Q2 		$164 Buy
+50
New +$80 ﹤0.01% 1912

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LPL Financial
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Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Advocate Investing Services
Advocate Investing Services Woodbine, Maryland $128M AUM 17.45% 1-Year Est. Return

Bogart Wealth LLC's RFL Position: Q3 2026 in Review

Bogart Wealth LLC held its Rafael Holdings (RFL) position steady in Q3 2026 at 50 shares worth $66. The position accounts for ﹤0.01% of the portfolio, ranked #1993.

Bogart Wealth LLC first reported a position in RFL in Q2 2026 and has held it in 2 quarters since. The position peaked at $164 in Q2 2026. 19 funds tracked by Wall St. Rank hold RFL as of Q3 2026.

  • Bogart Wealth LLC held 50 shares of Rafael Holdings worth $66 as of Q3 2026.
  • Bogart Wealth LLC left its Rafael Holdings share count unchanged in Q3 2026.
  • Rafael Holdings made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q3 2026, its #1993 holding.
  • Bogart Wealth LLC first reported a position in Rafael Holdings in Q2 2026 and has held it in 2 quarters since.
  • Bogart Wealth LLC's Rafael Holdings position peaked at $164 in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Rafael Holdings as of Q3 2026.

Based on Bogart Wealth LLC's 13F filing for Q3 2026, filed 10 Nov 2026.