RKL Wealth Management’s SFL Corp SFL Stock Holding History

RKL Wealth Management’s Portfolio SFL Stock Details SFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$330K	Buy	25,113 +54	+0.2%	+$657	0.03%	163
2026 Q2	$256K	Buy	25,059 +59	+0.2%	+$670	0.02%	173
2026 Q1	$270K	Hold	25,000	–	–	0.02%	163
2025 Q4	$195K	Hold	25,000	–	–	0.02%	181
2025 Q3	$188K	Hold	25,000	–	–	0.02%	178
2025 Q2	$208K	Hold	25,000	–	–	0.02%	171
2025 Q1	$205K	Hold	25,000	–	–	0.02%	167
2024 Q4	$256K	Hold	25,000	–	–	0.02%	157
2024 Q3	$289K	Hold	25,000	–	–	0.03%	130
2024 Q2	$347K	Hold	25,000	–	–	0.03%	112
2024 Q1	$330K	Hold	25,000	–	–	0.03%	118
2023 Q4	$282K	Buy	+25,000	New	+$278K	0.03%	123

Other funds holding SFL

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

RKL Wealth Management's SFL Position: Q3 2026 in Review

RKL Wealth Management increased its SFL Corp (SFL) stake by 0.22% in Q3 2026, buying an estimated $657 and bringing the position to 25,113 shares worth $330K. The position accounts for 0.03% of the portfolio, ranked #163.

RKL Wealth Management first reported a position in SFL in Q4 2023 and has held it in 12 quarters since. The position peaked at $347K in Q2 2024. 152 funds tracked by Wall St. Rank hold SFL as of Q3 2026.

RKL Wealth Management held 25,113 shares of SFL Corp worth $330K as of Q3 2026.
RKL Wealth Management bought 54 SFL Corp shares in Q3 2026, an estimated $657.
SFL Corp made up 0.03% of RKL Wealth Management's portfolio in Q3 2026, its #163 holding.
RKL Wealth Management first reported a position in SFL Corp in Q4 2023 and has held it in 12 quarters since.
RKL Wealth Management's SFL Corp position peaked at $347K in Q2 2024.
152 funds tracked by Wall St. Rank held SFL Corp as of Q3 2026.

Based on RKL Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.