Cerity Partners
RFL icon

Cerity Partners’s Rafael Holdings RFL Stock Holding History

Cerity 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 Sell
44,023
-709
-2% -$1.14K ﹤0.01% 3148
2026
Q1 		$55.9K Sell
44,732
-16
-0% -$20 ﹤0.01% 3104
2025
Q4 		$52.8K Buy
44,748
+1,979
+5% +$2.56K ﹤0.01% 2801
2025
Q3 		$58.2K Sell
42,769
-1,317
-3% -$2.21K ﹤0.01% 2682
2025
Q2 		$76.3K Sell
44,086
-1,378
-3% -$2.25K ﹤0.01% 2514
2025
Q1 		$83.8K Sell
45,464
-1,108
-2% -$2.15K ﹤0.01% 2345
2024
Q4 		$89.1K Sell
46,572
-507
-1% -$951 ﹤0.01% 2345
2024
Q3 		$90.1K Buy
47,079
+26,494
+129% +$39.7K ﹤0.01% 2432
2024
Q2 		$29.2K Sell
20,585
-29,128
-59% -$46K ﹤0.01% 2193
2024
Q1 		$84.3K Buy
+49,713
New +$87K ﹤0.01% 2219

Other funds holding RFL

VCM
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
VFT
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cerity Partners's RFL Position: Q2 2026 in Review

Cerity Partners reduced its Rafael Holdings (RFL) stake by 1.6% in Q2 2026, selling an estimated $1.14K and leaving 44,023 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #3148.

Cerity Partners first reported a position in RFL in Q1 2024 and has held it in 10 quarters since. 41 funds tracked by Wall St. Rank hold RFL as of Q2 2026.

  • Cerity Partners held 44,023 shares of Rafael Holdings worth $144K as of Q2 2026.
  • Cerity Partners sold 709 Rafael Holdings shares in Q2 2026, an estimated $1.14K.
  • Rafael Holdings made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #3148 holding.
  • Cerity Partners first reported a position in Rafael Holdings in Q1 2024 and has held it in 10 quarters since.
  • 41 funds tracked by Wall St. Rank held Rafael Holdings as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.