IEQ Capital
RFL icon

IEQ Capital’s Rafael Holdings RFL Stock Holding History

IEQ Capital’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 		$191K Sell
144,680
-20,283
-12% -$44.5K ﹤0.01% 1800
2026
Q2 		$541K Sell
164,963
-24,997
-13% -$40.1K ﹤0.01% 1364
2026
Q1 		$237K Sell
189,960
-222,873
-54% -$283K ﹤0.01% 1621
2025
Q4 		$487K Sell
412,833
-10,254
-2% -$13.3K ﹤0.01% 1340
2025
Q3 		$575K Buy
423,087
+199,055
+89% +$335K ﹤0.01% 1230
2025
Q2 		$388K Sell
224,032
-18,190
-8% -$29.6K ﹤0.01% 1276
2025
Q1 		$447K Buy
+242,222
New +$469K ﹤0.01% 1023

Other funds holding RFL

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

IEQ Capital's RFL Position: Q3 2026 in Review

IEQ Capital reduced its Rafael Holdings (RFL) stake by 12% in Q3 2026, selling an estimated $44.5K and leaving 144,680 shares worth $191K. The position accounts for ﹤0.01% of the portfolio, ranked #1800.

IEQ Capital first reported a position in RFL in Q1 2025 and has held it in 7 quarters since. The position peaked at $575K in Q3 2025. 35 funds tracked by Wall St. Rank hold RFL as of Q3 2026.

  • IEQ Capital held 144,680 shares of Rafael Holdings worth $191K as of Q3 2026.
  • IEQ Capital sold 20,283 Rafael Holdings shares in Q3 2026, an estimated $44.5K.
  • Rafael Holdings made up ﹤0.01% of IEQ Capital's portfolio in Q3 2026, its #1800 holding.
  • IEQ Capital first reported a position in Rafael Holdings in Q1 2025 and has held it in 7 quarters since.
  • IEQ Capital's Rafael Holdings position peaked at $575K in Q3 2025.
  • 35 funds tracked by Wall St. Rank held Rafael Holdings as of Q3 2026.

Based on IEQ Capital's 13F filing for Q3 2026, filed 10 Nov 2026.