Causey Wealth LLC’s Rafael Holdings RFL Stock Holding History

Causey 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
2025 Q4	–	Sell	-12,562	Closed	-$17.1K	–	74
2025 Q3	$17.1K	Hold	12,562	–	–	0.01%	66
2025 Q2	$21.7K	Buy	+12,562	New	+$20.5K	0.01%	64

Other funds holding RFL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

FFVM

Founders Fund V Management San Francisco, California $2.16M AUM 77.37% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Causey Wealth LLC's RFL Position: Q4 2025 in Review

Causey Wealth LLC sold out of Rafael Holdings (RFL) in Q4 2025, closing a stake of 12,562 shares — an estimated $17.1K sold.

Causey Wealth LLC first reported a position in RFL in Q2 2025 and held it in 2 quarters. The position peaked at $21.7K in Q2 2025. 43 funds tracked by Wall St. Rank hold RFL as of Q4 2025.

Causey Wealth LLC reported no remaining Rafael Holdings position as of Q4 2025 after selling out during the quarter.
Causey Wealth LLC sold 12,562 Rafael Holdings shares in Q4 2025, an estimated $17.1K.
Causey Wealth LLC first reported a position in Rafael Holdings in Q2 2025 and held it in 2 quarters.
Causey Wealth LLC's Rafael Holdings position peaked at $21.7K in Q2 2025.
43 funds tracked by Wall St. Rank held Rafael Holdings as of Q4 2025.

Based on Causey Wealth LLC's 13F filing for Q4 2025, filed 8 May 2026.