NewEdge Advisors’s Research Frontiers REFR Stock Holding History

NewEdge 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	-250	Closed	-$328	–	4343
2025 Q4	$328	Sell	250 -1,722	-87%	-$2.91K	﹤0.01%	4106
2025 Q3	$3.13K	Hold	1,972	–	–	﹤0.01%	3672
2025 Q2	$3.23K	Hold	1,972	–	–	﹤0.01%	3508
2025 Q1	$2.23K	Hold	1,972	–	–	﹤0.01%	3484
2024 Q4	$3.37K	Buy	+1,972	New	+$3.86K	﹤0.01%	3336
2017 Q3	–	Sell	-400	Closed	-$492	–	952
2017 Q2	$492	Buy	+400	New	+$502	﹤0.01%	1371

Other funds holding REFR

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

NewEdge Advisors's REFR Position: Q1 2026 in Review

NewEdge Advisors sold out of Research Frontiers (REFR) in Q1 2026, closing a stake of 250 shares — an estimated $328 sold.

NewEdge Advisors first reported a position in REFR in Q2 2017 and held it in 6 quarters. The position peaked at $3.37K in Q4 2024. 35 funds tracked by Wall St. Rank hold REFR as of Q1 2026.

NewEdge Advisors reported no remaining Research Frontiers position as of Q1 2026 after selling out during the quarter.
NewEdge Advisors sold 250 Research Frontiers shares in Q1 2026, an estimated $328.
NewEdge Advisors first reported a position in Research Frontiers in Q2 2017 and held it in 6 quarters.
NewEdge Advisors's Research Frontiers position peaked at $3.37K in Q4 2024.
35 funds tracked by Wall St. Rank held Research Frontiers as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.