Steward Partners Investment Advisory, LLC
Position in RFL — Rafael Holdings, Inc.
CIK 1723397
STAMFORD, CT
Position in RFL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$104
+$64 QoQ
Shares Held
32
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#39
of 42 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RFL Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $7,472,569 across 13 Real Estate Services names. RFL ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
24,259 | $3,267,444 | |
| 2 | OPEN |
Opendoor Technologies Inc.
|
426,601 | $1,969,494 | |
| 3 | JLL |
Jones Lang Lasalle Inc
|
2,984 | $924,890 | |
| 4 | CIGI |
Colliers International Group Inc.
|
9,763 | $915,671 | |
| 5 | FSV |
FirstService Corp
|
2,100 | $298,431 | |
| 6 | NMRK |
Newmark Group, Inc.
|
2,819 | $42,595 | |
| 7 | COMP |
Compass, Inc.
|
2,718 | $33,512 | |
| 8 | CHCI |
Comstock Holding Companies, Inc.
|
600 | $9,594 |
All Filings in RFL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $104 | 32 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $40 | 32 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $37 | 32 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $43 | 32 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $55 | 32 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $59 | 32 | Shares | Sole | 2025-05-13 | |
| 2022-12-31 | $121 | 65 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $116 | 65 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $121 | 65 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $163 | 65 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $331 | 65 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,997 | 65 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,318 | 65 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,590 | 115 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,515 | 65 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,007 | 65 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $934 | 65 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $832 | 65 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||