EWM
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Evolution Wealth Management’s Research Frontiers REFR Stock Holding History

Evolution 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
2026
Q2 		$780 Buy
+1,500
New +$1.21K ﹤0.01% 882

Other funds holding REFR

MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
FF
Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Evolution Wealth Management's REFR Position: Q2 2026 in Review

Evolution Wealth Management opened a new position in Research Frontiers (REFR) in Q2 2026: 1,500 shares worth $780. The stake represents ﹤0.01% of the portfolio and ranks #882 among its holdings.

7 funds tracked by Wall St. Rank hold REFR as of Q2 2026.

  • Evolution Wealth Management held 1,500 shares of Research Frontiers worth $780 as of Q2 2026.
  • Research Frontiers was a new Evolution Wealth Management position in Q2 2026.
  • Research Frontiers made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #882 holding.
  • 7 funds tracked by Wall St. Rank held Research Frontiers as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.