Clearstead Advisors’s Reformation Inc REF Stock Holding History

Clearstead Advisors’s Portfolio REF Stock Details REF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.17K	Buy	+180	New	+$2.61K	﹤0.01%	2453

Other funds holding REF

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

Skylands Capital Milwaukee, Wisconsin $762M AUM 14.92% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

American Capital Advisory Ketchum, Idaho $293M AUM 15.31% 1-Year Est. Return

Clearstead Advisors's REF Position: Q3 2026 in Review

Clearstead Advisors opened a new position in Reformation Inc (REF) in Q3 2026: 180 shares worth $2.17K. The stake represents ﹤0.01% of the portfolio and ranks #2453 among its holdings.

13 funds tracked by Wall St. Rank hold REF as of Q3 2026.

Clearstead Advisors held 180 shares of Reformation Inc worth $2.17K as of Q3 2026.
Reformation Inc was a new Clearstead Advisors position in Q3 2026.
Reformation Inc made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #2453 holding.
13 funds tracked by Wall St. Rank held Reformation Inc as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.