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Optimum Investment Advisors’s Rafael Holdings RFL Stock Holding History

Optimum Investment Advisors’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
Q3 		$5.44K Hold
4,000
– – ﹤0.01% 538
2025
Q2 		$6.92K Sell
4,000
-56
-1% -$91 ﹤0.01% 529
2025
Q1 		$7.48K Hold
4,056
– – ﹤0.01% 538
2024
Q4 		$6.6K Hold
4,056
– – ﹤0.01% 536
2024
Q3 		$7.76K Hold
4,056
– – ﹤0.01% 548
2024
Q2 		$5.76K Hold
4,056
– – ﹤0.01% 558
2024
Q1 		$6.88K Hold
4,056
– – ﹤0.01% 548
2023
Q4 		$7.32K Hold
4,056
– – ﹤0.01% 537
2023
Q3 		$7.6K Hold
4,056
– – ﹤0.01% 571
2023
Q2 		$8.36K Hold
4,056
– – ﹤0.01% 565
2023
Q1 		$6.2K Hold
4,056
– – ﹤0.01% 600
2022
Q4 		$7.48K Hold
4,056
– – ﹤0.01% 593
2022
Q3 		$7K Hold
4,056
– – ﹤0.01% 620
2022
Q2 		$7K Hold
4,056
– – ﹤0.01% 640
2022
Q1 		$10K Hold
4,056
– – ﹤0.01% 647
2021
Q4 		$20K Buy
4,056
+3,042
+300% +$40.9K 0.01% 595
2021
Q3 		$31K Hold
1,014
– – 0.01% 536
2021
Q2 		$51K Hold
1,014
– – 0.02% 507
2021
Q1 		$40K Buy
1,014
+507
+100% +$16.4K 0.01% 549
2020
Q4 		$12K Buy
+507
New +$9.98K ﹤0.01% 705

Other funds holding RFL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Optimum Investment Advisors's RFL Position: Q3 2025 in Review

Optimum Investment Advisors held its Rafael Holdings (RFL) position steady in Q3 2025 at 4,000 shares worth $5.44K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Optimum Investment Advisors first reported a position in RFL in Q4 2020 and has held it in 20 quarters since. The position peaked at $51K in Q2 2021. 50 funds tracked by Wall St. Rank hold RFL as of Q3 2025.

  • Optimum Investment Advisors held 4,000 shares of Rafael Holdings worth $5.44K as of Q3 2025.
  • Optimum Investment Advisors left its Rafael Holdings share count unchanged in Q3 2025.
  • Rafael Holdings made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #538 holding.
  • Optimum Investment Advisors first reported a position in Rafael Holdings in Q4 2020 and has held it in 20 quarters since.
  • Optimum Investment Advisors's Rafael Holdings position peaked at $51K in Q2 2021.
  • 50 funds tracked by Wall St. Rank held Rafael Holdings as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.