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Kingsview Wealth Management’s Research Frontiers REFR Stock Holding History

Kingsview 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
Q1 		$41.4K Sell
44,950
-58,110
-56% -$63.6K ﹤0.01% 1312
2025
Q4 		$135K Sell
103,060
-40,175
-28% -$67.8K ﹤0.01% 1203
2025
Q3 		$228K Sell
143,235
-15,165
-10% -$22.9K ﹤0.01% 1085
2025
Q2 		$260K Sell
158,400
-19,561
-11% -$28.7K ﹤0.01% 1000
2025
Q1 		$201K Sell
177,961
-3,855
-2% -$5.51K ﹤0.01% 1039
2024
Q4 		$311K Sell
181,816
-11,634
-6% -$22.8K 0.01% 891
2024
Q3 		$424K Buy
193,450
+45,400
+31% +$93.9K 0.01% 769
2024
Q2 		$272K Buy
148,050
+65,184
+79% +$114K 0.01% 873
2024
Q1 		$108K Buy
82,866
+68,500
+477% +$75.2K ﹤0.01% 996
2023
Q4 		$14.5K Sell
14,366
-360
-2% -$374 ﹤0.01% 939
2023
Q3 		$15.9K Sell
14,726
-8,775
-37% -$13.3K ﹤0.01% 925
2023
Q2 		$37.6K Sell
23,501
-5,500
-19% -$8.89K ﹤0.01% 895
2023
Q1 		$49.6K Buy
29,001
+500
+2% +$988 ﹤0.01% 867
2022
Q4 		$54.4K Sell
28,501
-7,000
-20% -$15.9K ﹤0.01% 827
2022
Q3 		$76K Sell
35,501
-500
-1% -$1.02K ﹤0.01% 797
2022
Q2 		$63K Hold
36,001
– – ﹤0.01% 794
2022
Q1 		$69.1K Sell
36,001
-1,250
-3% -$2.3K ﹤0.01% 840
2021
Q4 		$64K Sell
37,251
-4,500
-11% -$9.64K ﹤0.01% 901
2021
Q3 		$107K Sell
41,751
-5,100
-11% -$11.8K 0.01% 818
2021
Q2 		$110K Buy
46,851
+1,400
+3% +$3.49K 0.01% 842
2021
Q1 		$138K Buy
45,451
+12,675
+39% +$49.2K 0.01% 786
2020
Q4 		$92K Sell
32,776
-9,000
-22% -$25.4K 0.01% 680
2020
Q3 		$113K Sell
41,776
-4,000
-9% -$11.6K 0.01% 587
2020
Q2 		$186K Hold
45,776
– – 0.02% 545
2020
Q1 		$107K Buy
45,776
+9,300
+25% +$29.7K 0.01% 449
2019
Q4 		$110K Sell
36,476
-2,000
-5% -$6.41K 0.01% 451
2019
Q3 		$123K Buy
38,476
+8,300
+28% +$31.5K 0.02% 411
2019
Q2 		$100K Buy
30,176
+14,701
+95% +$41.6K 0.02% 400
2019
Q1 		$33K Buy
+15,475
New +$35.7K 0.01% 443

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
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

Kingsview Wealth Management's REFR Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Research Frontiers (REFR) stake by 56% in Q1 2026, selling an estimated $63.6K and leaving 44,950 shares worth $41.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

Kingsview Wealth Management first reported a position in REFR in Q1 2019 and has held it in 29 quarters since. The position peaked at $424K in Q3 2024. 35 funds tracked by Wall St. Rank hold REFR as of Q1 2026.

  • Kingsview Wealth Management held 44,950 shares of Research Frontiers worth $41.4K as of Q1 2026.
  • Kingsview Wealth Management sold 58,110 Research Frontiers shares in Q1 2026, an estimated $63.6K.
  • Research Frontiers made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1312 holding.
  • Kingsview Wealth Management first reported a position in Research Frontiers in Q1 2019 and has held it in 29 quarters since.
  • Kingsview Wealth Management's Research Frontiers position peaked at $424K in Q3 2024.
  • 35 funds tracked by Wall St. Rank held Research Frontiers as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.