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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
2025
Q1 		– Sell
-10,000
Closed -$1K – 1169
2024
Q4 		$1K Buy
+10,000
New +$19.6K ﹤0.01% 1099

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.