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Destination Wealth Management’s Research Frontiers REFR Stock Holding History

Destination Wealth Management’s Portfolio REFR Stock Details REFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-84,703
Closed -$137K – 310
2025
Q2 		$137K Sell
84,703
-80,000
-49% -$117K ﹤0.01% 252
2025
Q1 		$186K Buy
+164,703
New +$236K 0.01% 236

Other funds holding REFR

MOS
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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Destination Wealth Management's REFR Position: Q3 2025 in Review

Destination Wealth Management sold out of Research Frontiers (REFR) in Q3 2025, closing a stake of 84,703 shares — an estimated $137K sold.

Destination Wealth Management first reported a position in REFR in Q1 2025 and held it in 2 quarters. The position peaked at $186K in Q1 2025. 30 funds tracked by Wall St. Rank hold REFR as of Q3 2025.

  • Destination Wealth Management reported no remaining Research Frontiers position as of Q3 2025 after selling out during the quarter.
  • Destination Wealth Management sold 84,703 Research Frontiers shares in Q3 2025, an estimated $137K.
  • Destination Wealth Management first reported a position in Research Frontiers in Q1 2025 and held it in 2 quarters.
  • Destination Wealth Management's Research Frontiers position peaked at $186K in Q1 2025.
  • 30 funds tracked by Wall St. Rank held Research Frontiers as of Q3 2025.

Based on Destination Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.