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Halbert Hargrove Global Advisors’s Research Frontiers REFR Stock Holding History

Halbert Hargrove Global 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
2026
Q1 		– Sell
-15,000
Closed -$19.6K – 384
2025
Q4 		$19.6K Buy
+15,000
New +$25.3K ﹤0.01% 250

Other funds holding REFR

MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 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
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
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

Halbert Hargrove Global Advisors's REFR Position: Q1 2026 in Review

Halbert Hargrove Global Advisors sold out of Research Frontiers (REFR) in Q1 2026, closing a stake of 15,000 shares — an estimated $19.6K sold.

Halbert Hargrove Global Advisors first reported a position in REFR in Q4 2025 and held it in 1 quarter. The position peaked at $19.6K in Q4 2025. 35 funds tracked by Wall St. Rank hold REFR as of Q1 2026.

  • Halbert Hargrove Global Advisors reported no remaining Research Frontiers position as of Q1 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 15,000 Research Frontiers shares in Q1 2026, an estimated $19.6K.
  • Halbert Hargrove Global Advisors first reported a position in Research Frontiers in Q4 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Research Frontiers position peaked at $19.6K in Q4 2025.
  • 35 funds tracked by Wall St. Rank held Research Frontiers as of Q1 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.