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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
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

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

IEQ Capital's RFL Position: Q1 2026 in Review

IEQ Capital reduced its Rafael Holdings (RFL) stake by 54% in Q1 2026, selling an estimated $283K and leaving 189,960 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #1621.

IEQ Capital first reported a position in RFL in Q1 2025 and has held it in 5 quarters since. The position peaked at $575K in Q3 2025. 43 funds tracked by Wall St. Rank hold RFL as of Q1 2026.

  • IEQ Capital held 189,960 shares of Rafael Holdings worth $237K as of Q1 2026.
  • IEQ Capital sold 222,873 Rafael Holdings shares in Q1 2026, an estimated $283K.
  • Rafael Holdings made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1621 holding.
  • IEQ Capital first reported a position in Rafael Holdings in Q1 2025 and has held it in 5 quarters since.
  • IEQ Capital's Rafael Holdings position peaked at $575K in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Rafael Holdings as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.