Raymond James Financial
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Raymond James Financial’s Research Frontiers REFR Stock Holding History

Raymond James Financial’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 		$16.4K Sell
17,880
-25,052
-58% -$27.4K ﹤0.01% 5224
2025
Q4 		$56.2K Buy
42,932
+1,595
+4% +$2.69K ﹤0.01% 5001
2025
Q3 		$65.7K Hold
41,337
– – ﹤0.01% 4798
2025
Q2 		$67.8K Buy
41,337
+24,902
+152% +$36.6K ﹤0.01% 5057
2025
Q1 		$18.6K Hold
16,435
– – ﹤0.01% 4722
2024
Q4 		$28.1K Buy
+16,435
New +$32.2K ﹤0.01% 4685

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

Raymond James Financial's REFR Position: Q1 2026 in Review

Raymond James Financial reduced its Research Frontiers (REFR) stake by 58% in Q1 2026, selling an estimated $27.4K and leaving 17,880 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #5224.

Raymond James Financial first reported a position in REFR in Q4 2024 and has held it in 6 quarters since. The position peaked at $67.8K in Q2 2025. 35 funds tracked by Wall St. Rank hold REFR as of Q1 2026.

  • Raymond James Financial held 17,880 shares of Research Frontiers worth $16.4K as of Q1 2026.
  • Raymond James Financial sold 25,052 Research Frontiers shares in Q1 2026, an estimated $27.4K.
  • Research Frontiers made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #5224 holding.
  • Raymond James Financial first reported a position in Research Frontiers in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Research Frontiers position peaked at $67.8K in Q2 2025.
  • 35 funds tracked by Wall St. Rank held Research Frontiers as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.