Focus Partners Wealth
REFR icon

Focus Partners Wealth’s Research Frontiers REFR Stock Holding History

Focus Partners Wealth’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
Q1 		$457K Hold
496,422
– – ﹤0.01% 1984
2025
Q4 		$650K Sell
496,422
-394,010
-44% -$665K ﹤0.01% 1834
2025
Q3 		$1.42M Sell
890,432
-60,100
-6% -$90.9K ﹤0.01% 1148
2025
Q2 		$1.56M Hold
950,532
– – ﹤0.01% 981
2025
Q1 		$1.07M Sell
950,532
-48,140
-5% -$68.9K ﹤0.01% 1039
2024
Q4 		$1.71M Buy
+998,672
New +$1.95M ﹤0.01% 878
2024
Q3 		– Sell
-998,672
Closed -$2.05M – 1690
2024
Q2 		$2.05M Hold
998,672
– – 0.01% 650
2024
Q1 		$1.59M Buy
+998,672
New +$1.1M 0.01% 524

Other funds holding REFR

MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Focus Partners Wealth's REFR Position: Q1 2026 in Review

Focus Partners Wealth held its Research Frontiers (REFR) position steady in Q1 2026 at 496,422 shares worth $457K. The position accounts for ﹤0.01% of the portfolio, ranked #1984.

Focus Partners Wealth first reported a position in REFR in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.05M in Q2 2024. 35 funds tracked by Wall St. Rank hold REFR as of Q1 2026.

  • Focus Partners Wealth held 496,422 shares of Research Frontiers worth $457K as of Q1 2026.
  • Focus Partners Wealth left its Research Frontiers share count unchanged in Q1 2026.
  • Research Frontiers made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1984 holding.
  • Focus Partners Wealth first reported a position in Research Frontiers in Q1 2024 and has held it in 8 quarters since.
  • Focus Partners Wealth's Research Frontiers position peaked at $2.05M in Q2 2024.
  • 35 funds tracked by Wall St. Rank held Research Frontiers as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.