RFL β€” RAFAEL HLDGS INC

Ownership history in Americana Partners, LLC  Β·  3 quarters on record

AI Ownership Summary

Americana Partners, LLC reported RAFAEL HLDGS INC (RFL) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. The latest visible filing shows RFL at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RFL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Americana Partners, LLC's position in RAFAEL HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

RFL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Americana Partners, LLC held RFL β€” position size vs. price
% of Fund (quarterly)    RFL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 43,793 β€” 0% 0.00% $52K 2026-02-14 (Est.) $1.20
2025 Q3 UNCHANGED 43,793 β€” 0% 0.00% $60K 2025-10-29 $1.34
2025 Q2 INITIATED 43,793 β€” β€” 0.00% $76K 2025-08-07 $1.68

🏒 Other funds also holding RFL

As of 2026 Q1 β€” sorted by position size

PFS Partners, LLC 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% CoreCap Advisors, LLC 3Y 0.0%

FAQ About Americana Partners, LLC and RFL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Americana Partners, LLC reported owning RFL?

Americana Partners, LLC reported RFL across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported RFL position in Americana Partners, LLC's portfolio?

The largest reported portfolio weight for RFL was 0.00% in 2025 Q2.

What is the latest reported RFL position on this page?

The most recent filing on this page is 2025 Q4, when Americana Partners, LLC reported 43,793 shares, equal to 0.00% of portfolio, with an estimated market value of $52K.

What does the chart on this RFL ownership page compare?

The chart compares Americana Partners, LLC's quarterly RFL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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