SIA
RFAI

Schechter Investment Advisors’s RF Acquisition Corp II RFAI Stock Holding History

Schechter Investment Advisors’s Portfolio RFAI Stock Details RFAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$7.12M Sell
686,738
-34,700
-5% -$358K 0.59% 30
2024
Q4 		$7.37M Sell
721,438
-80,900
-10% -$824K 0.56% 29
2024
Q3 		$8.16M Buy
+802,338
New +$8.1M 0.6% 32

Other funds holding RFAI

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.28% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Schechter Investment Advisors's RFAI Position: Q1 2025 in Review

Schechter Investment Advisors reduced its RF Acquisition Corp II (RFAI) stake by 4.8% in Q1 2025, selling an estimated $358K and leaving 686,738 shares worth $7.12M. The position accounts for 0.59% of the portfolio, ranked #30.

Schechter Investment Advisors first reported a position in RFAI in Q3 2024 and has held it in 3 quarters since. The position peaked at $8.16M in Q3 2024. 30 funds tracked by Wall St. Rank hold RFAI as of Q1 2025.

  • Schechter Investment Advisors held 686,738 shares of RF Acquisition Corp II worth $7.12M as of Q1 2025.
  • Schechter Investment Advisors sold 34,700 RF Acquisition Corp II shares in Q1 2025, an estimated $358K.
  • RF Acquisition Corp II made up 0.59% of Schechter Investment Advisors's portfolio in Q1 2025, its #30 holding.
  • Schechter Investment Advisors first reported a position in RF Acquisition Corp II in Q3 2024 and has held it in 3 quarters since.
  • Schechter Investment Advisors's RF Acquisition Corp II position peaked at $8.16M in Q3 2024.
  • 30 funds tracked by Wall St. Rank held RF Acquisition Corp II as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.