Northwestern Mutual Wealth Management’s Research Frontiers REFR Stock Holding History

Northwestern Mutual 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 Q4	–	Sell	-3,263	Closed	-$5.19K	–	4208
2025 Q3	$5.19K	Buy	+3,263	New	+$4.93K	﹤0.01%	3133
2017 Q4	–	Sell	-93	Closed	–	–	2427
2017 Q3	$0	Buy	+93	New	+$111	﹤0.01%	2240
2016 Q3	–	Sell	-50	Closed	–	–	1222
2016 Q2	$0	Buy	+50	New	+$210	﹤0.01%	2221

Other funds holding REFR

MOS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 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

Northwestern Mutual Wealth Management's REFR Position: Q4 2025 in Review

Northwestern Mutual Wealth Management sold out of Research Frontiers (REFR) in Q4 2025, closing a stake of 3,263 shares — an estimated $5.19K sold.

Northwestern Mutual Wealth Management first reported a position in REFR in Q2 2016 and held it in 3 quarters. The position peaked at $5.19K in Q3 2025. 35 funds tracked by Wall St. Rank hold REFR as of Q4 2025.

Northwestern Mutual Wealth Management reported no remaining Research Frontiers position as of Q4 2025 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 3,263 Research Frontiers shares in Q4 2025, an estimated $5.19K.
Northwestern Mutual Wealth Management first reported a position in Research Frontiers in Q2 2016 and held it in 3 quarters.
Northwestern Mutual Wealth Management's Research Frontiers position peaked at $5.19K in Q3 2025.
35 funds tracked by Wall St. Rank held Research Frontiers as of Q4 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.