LPL Financial
RFL icon

LPL Financial’s Rafael Holdings RFL Stock Holding History

LPL Financial’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 		$183K Sell
55,770
-650
-1% -$1.04K ﹤0.01% 5786
2026
Q1 		$70.5K Sell
56,420
-1,000
-2% -$1.27K ﹤0.01% 5732
2025
Q4 		$67.8K Hold
57,420
– – ﹤0.01% 5669
2025
Q3 		$78.1K Buy
57,420
+23,230
+68% +$39.1K ﹤0.01% 5560
2025
Q2 		$59.1K Buy
34,190
+24,050
+237% +$39.2K ﹤0.01% 5342
2025
Q1 		$18.7K Buy
+10,140
New +$19.6K ﹤0.01% 5265

Other funds holding RFL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIS
Advocate Investing Services Woodbine, Maryland $130M AUM
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

LPL Financial's RFL Position: Q2 2026 in Review

LPL Financial reduced its Rafael Holdings (RFL) stake by 1.2% in Q2 2026, selling an estimated $1.04K and leaving 55,770 shares worth $183K. The position accounts for ﹤0.01% of the portfolio, ranked #5786.

LPL Financial first reported a position in RFL in Q1 2025 and has held it in 6 quarters since. 14 funds tracked by Wall St. Rank hold RFL as of Q2 2026.

  • LPL Financial held 55,770 shares of Rafael Holdings worth $183K as of Q2 2026.
  • LPL Financial sold 650 Rafael Holdings shares in Q2 2026, an estimated $1.04K.
  • Rafael Holdings made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5786 holding.
  • LPL Financial first reported a position in Rafael Holdings in Q1 2025 and has held it in 6 quarters since.
  • 14 funds tracked by Wall St. Rank held Rafael Holdings as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.