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Foundations Investment Advisors’s Research Frontiers REFR Stock Holding History

Foundations Investment Advisors’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
Q4 		– Sell
-13,800
Closed -$21.9K – 1175
2025
Q3 		$21.9K Hold
13,800
– – ﹤0.01% 1035
2025
Q2 		$22.4K Hold
13,800
– – ﹤0.01% 911
2025
Q1 		$15.6K Hold
13,800
– – ﹤0.01% 851
2024
Q4 		$23.6K Hold
13,800
– – ﹤0.01% 832
2024
Q3 		$30.2K Buy
+13,800
New +$28.5K ﹤0.01% 807

Other funds holding REFR

MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 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

Foundations Investment Advisors's REFR Position: Q4 2025 in Review

Foundations Investment Advisors sold out of Research Frontiers (REFR) in Q4 2025, closing a stake of 13,800 shares — an estimated $21.9K sold.

Foundations Investment Advisors first reported a position in REFR in Q3 2024 and held it in 5 quarters. The position peaked at $30.2K in Q3 2024. 35 funds tracked by Wall St. Rank hold REFR as of Q4 2025.

  • Foundations Investment Advisors reported no remaining Research Frontiers position as of Q4 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 13,800 Research Frontiers shares in Q4 2025, an estimated $21.9K.
  • Foundations Investment Advisors first reported a position in Research Frontiers in Q3 2024 and held it in 5 quarters.
  • Foundations Investment Advisors's Research Frontiers position peaked at $30.2K in Q3 2024.
  • 35 funds tracked by Wall St. Rank held Research Frontiers as of Q4 2025.

Based on Foundations Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.