HB Wealth Management’s Research Frontiers REFR Stock Holding History

HB 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	$5.2K	Hold	10,000	–	–	﹤0.01%	1715
2026 Q1	$9.02K	Hold	10,000	–	–	﹤0.01%	1543
2025 Q4	$13.1K	Hold	10,000	–	–	﹤0.01%	1398
2025 Q3	$15.9K	Hold	10,000	–	–	﹤0.01%	1333
2025 Q2	$16.2K	Hold	10,000	–	–	﹤0.01%	1158
2025 Q1	$11.3K	Hold	10,000	–	–	﹤0.01%	1215
2024 Q4	$17.1K	Hold	10,000	–	–	﹤0.01%	1064
2024 Q3	$21.9K	Hold	10,000	–	–	﹤0.01%	965
2024 Q2	$18.4K	Hold	10,000	–	–	﹤0.01%	925
2024 Q1	$13K	Hold	10,000	–	–	﹤0.01%	843
2023 Q4	$10.1K	Hold	10,000	–	–	﹤0.01%	786
2023 Q3	$10.8K	Hold	10,000	–	–	﹤0.01%	758
2023 Q2	$16K	Hold	10,000	–	–	﹤0.01%	723
2023 Q1	$17.1K	Hold	10,000	–	–	﹤0.01%	711
2022 Q4	$19.2K	Hold	10,000	–	–	﹤0.01%	683
2022 Q3	$21K	Hold	10,000	–	–	﹤0.01%	576
2022 Q2	$17K	Hold	10,000	–	–	﹤0.01%	573
2022 Q1	$19K	Hold	10,000	–	–	﹤0.01%	587
2021 Q4	$17K	Buy	+10,000	New	+$21.4K	﹤0.01%	519

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

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return

EWM

Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

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

HB Wealth Management held its Research Frontiers (REFR) position steady in Q2 2026 at 10,000 shares worth $5.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1715.

HB Wealth Management first reported a position in REFR in Q4 2021 and has held it in 19 quarters since. The position peaked at $21.9K in Q3 2024. 7 funds tracked by Wall St. Rank hold REFR as of Q2 2026.

HB Wealth Management held 10,000 shares of Research Frontiers worth $5.2K as of Q2 2026.
HB Wealth Management left its Research Frontiers share count unchanged in Q2 2026.
Research Frontiers made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1715 holding.
HB Wealth Management first reported a position in Research Frontiers in Q4 2021 and has held it in 19 quarters since.
HB Wealth Management's Research Frontiers position peaked at $21.9K in Q3 2024.
7 funds tracked by Wall St. Rank held Research Frontiers as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.