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Family Management’s Rafael Holdings RFL Stock Holding History

Family Management’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
Q1 		– Sell
-10,140
Closed -$16.5K – 235
2024
Q4 		$16.5K Hold
10,140
– – ﹤0.01% 187
2024
Q3 		$19.4K Hold
10,140
– – ﹤0.01% 181
2024
Q2 		$14.4K Hold
10,140
– – ﹤0.01% 167
2024
Q1 		$17.2K Hold
10,140
– – ﹤0.01% 168
2023
Q4 		$18.3K Buy
+10,140
New +$17.9K ﹤0.01% 158

Other funds holding RFL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FFVM
Founders Fund V Management San Francisco, California $2.16M AUM 77.37% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Family Management's RFL Position: Q1 2025 in Review

Family Management sold out of Rafael Holdings (RFL) in Q1 2025, closing a stake of 10,140 shares — an estimated $16.5K sold.

Family Management first reported a position in RFL in Q4 2023 and held it in 5 quarters. The position peaked at $19.4K in Q3 2024. 41 funds tracked by Wall St. Rank hold RFL as of Q1 2025.

  • Family Management reported no remaining Rafael Holdings position as of Q1 2025 after selling out during the quarter.
  • Family Management sold 10,140 Rafael Holdings shares in Q1 2025, an estimated $16.5K.
  • Family Management first reported a position in Rafael Holdings in Q4 2023 and held it in 5 quarters.
  • Family Management's Rafael Holdings position peaked at $19.4K in Q3 2024.
  • 41 funds tracked by Wall St. Rank held Rafael Holdings as of Q1 2025.

Based on Family Management's 13F filing for Q1 2025, filed 15 May 2025.