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 Q2	$258K	Hold	496,422	–	–	﹤0.01%	2347
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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Focus Partners Wealth's REFR Position: Q2 2026 in Review

Focus Partners Wealth held its Research Frontiers (REFR) position steady in Q2 2026 at 496,422 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #2347.

Focus Partners Wealth first reported a position in REFR in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.05M in Q2 2024. 34 funds tracked by Wall St. Rank hold REFR as of Q2 2026.

Focus Partners Wealth held 496,422 shares of Research Frontiers worth $258K as of Q2 2026.
Focus Partners Wealth left its Research Frontiers share count unchanged in Q2 2026.
Research Frontiers made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2347 holding.
Focus Partners Wealth first reported a position in Research Frontiers in Q1 2024 and has held it in 9 quarters since.
Focus Partners Wealth's Research Frontiers position peaked at $2.05M in Q2 2024.
34 funds tracked by Wall St. Rank held Research Frontiers as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.