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
Q2 		$9.3K Hold
17,880
– – ﹤0.01% 5370
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Raymond James Financial's REFR Position: Q2 2026 in Review

Raymond James Financial held its Research Frontiers (REFR) position steady in Q2 2026 at 17,880 shares worth $9.3K. The position accounts for ﹤0.01% of the portfolio, ranked #5370.

Raymond James Financial first reported a position in REFR in Q4 2024 and has held it in 7 quarters since. The position peaked at $67.8K in Q2 2025. 34 funds tracked by Wall St. Rank hold REFR as of Q2 2026.

  • Raymond James Financial held 17,880 shares of Research Frontiers worth $9.3K as of Q2 2026.
  • Raymond James Financial left its Research Frontiers share count unchanged in Q2 2026.
  • Research Frontiers made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #5370 holding.
  • Raymond James Financial first reported a position in Research Frontiers in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Research Frontiers position peaked at $67.8K in Q2 2025.
  • 34 funds tracked by Wall St. Rank held Research Frontiers as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.