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RF Acquisition Corp II

RFAI
Exchange
Nasdaq
Industry
Blank Checks
SEC CIK
0002012807

No open-market purchases or sales by RF Acquisition Corp II insiders were filed in the last 90 days; 13 institutions reported holding it in 13F filings for Q2 2026, worth $48.2M in total; no superinvestor holds it.

Other share classesRFAIRRFAIU

13F holders, Q2 2025

Institutional positions in RF Acquisition Corp II as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
28
0 vs. Q1 2025
Shares held
9.83M
+959.7K (+10.8%) vs. Q1 2025
Total value
$103.7M
+$11.6M (+12.6%) vs. Q1 2025
New holders
3
5 more added
Sold out
3
3 more reduced

2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting RFAI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2025: 28 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 29 institutionsQ4 2024: 35 institutionsQ1 2025: 30 institutionsQ2 2025: 28 institutionsQ3 2025: 30 institutionsQ4 2025: 15 institutionsQ1 2026: 15 institutionsQ2 2026: 13 institutions
Value heldQ2 2025: $103.7M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $91.3MQ4 2024: $98.9MQ1 2025: $99.9MQ2 2025: $103.7MQ3 2025: $106.6MQ4 2025: $46.6MQ1 2026: $48.5MQ2 2026: $48.2M
Institutions holding RFAI and their total value by quarter
QuarterHoldersValue
Q2 202613$48.2M
Q1 202615$48.5M
Q4 202515$46.6M
Q3 202530$106.6M
Q2 202528$103.7M
Q1 202530$99.9M
Q4 202435$98.9M
Q3 202429$91.3M
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding RF Acquisition Corp II; share changes are against Q1 2025.

Institutions holding RFAI in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Karpus Management, Inc.2,421,042$25.5M0.82%−62,183−2.5%Reduced
Vivaldi Asset Management, LLC1,029,114$10.8M0.73%00.0%Unchanged
Wolverine Asset Management LLC863,687$9.15M0.15%+232,832+36.9%Added
CNH Partners LLC775,982$8.22M0.19%−8,000−1.0%Reduced
Berkley W R Corp754,815$7.95M0.49%+202,061+36.6%Added
Wealthspring Capital LLC751,000$7.91M2.09%+664,238+765.6%Added
Glazer Capital, LLC549,570$5.79M0.21%−44,690−7.5%Reduced
D. E. Shaw & Co., Inc.541,134$5.73M0.01%00.0%Unchanged
Deutsche Bank AG293,000$3.09M0.00%00.0%Unchanged
Westchester Capital Management, LLC250,000$2.65M0.15%00.0%Unchanged
Two Sigma Investments, LP250,000$2.63M0.00%00.0%Unchanged
Toronto Dominion Bank245,340$2.58M0.01%+32,374+15.2%Added
Polar Asset Management Partners Inc.225,000$2.37M0.06%00.0%Unchanged
Periscope Capital Inc.175,000$1.85M0.70%00.0%Unchanged
Mizuho Securities USA LLC141,564$1.47M0.03%+141,564New
Picton Mahoney Asset Management100,000$1.06M0.01%00.0%Unchanged
Magnetar Financial LLC99,000$1.05M0.01%+99,000New
Rivernorth Capital Management, LLC93,513$984.7K0.05%00.0%Unchanged
Mint Tower Capital Management B.V.80,000$842.0K0.13%00.0%Unchanged
Goldman Sachs Group Inc73,558$774.6K0.00%00.0%Unchanged
Warberg Asset Management LLC38,000$401.3K0.10%00.0%Unchanged
Kepos Capital LP30,000$317.0K0.42%00.0%Unchanged
Robinson Capital Management, LLC20,250$214.4K0.09%00.0%Unchanged
Citadel Advisors LLC18,583$196.8K0.00%+18,583New
Condor Capital Management10,900$114.8K0.01%00.0%Unchanged
UBS Group AG1,928$20.3K0.00%00.0%Unchanged
Clear Street LLC201$2.12K0.00%00.0%Unchanged
Morgan Stanley67$7060.00%+47+235.0%Added
Bulldog Investors, LLP0$00.00%−239,878−100.0%Sold out
Crossingbridge Advisors, LLC0$00.00%−50,000−100.0%Sold out
Cantor Fitzgerald, L. P.0$00.00%−26,270−100.0%Sold out
Schechter Investment Advisors, LLC––––Not filed
Mizuho Securities USA LLC––––Not filed