SBI Securities’s Research Frontiers REFR Stock Holding History

SBI Securities’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	$3	Hold	5	–	–	﹤0.01%	4023
2026 Q1	$5	Buy	+5	New	+$5	﹤0.01%	3913
2025 Q4	–	Sell	-19	Closed	-$30	–	4180
2025 Q3	$30	Hold	19	–	–	﹤0.01%	3833
2025 Q2	$31	Hold	19	–	–	﹤0.01%	3824
2025 Q1	$21	Hold	19	–	–	﹤0.01%	3850
2024 Q4	$32	Buy	+19	New	+$37	﹤0.01%	3735

Other funds holding REFR

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

EWM

Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

SBI Securities's REFR Position: Q2 2026 in Review

SBI Securities held its Research Frontiers (REFR) position steady in Q2 2026 at 5 shares worth $3. The position accounts for ﹤0.01% of the portfolio, ranked #4023.

SBI Securities first reported a position in REFR in Q4 2024 and has held it in 6 quarters since. The position peaked at $32 in Q4 2024. 7 funds tracked by Wall St. Rank hold REFR as of Q2 2026.

SBI Securities held 5 shares of Research Frontiers worth $3 as of Q2 2026.
SBI Securities left its Research Frontiers share count unchanged in Q2 2026.
Research Frontiers made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #4023 holding.
SBI Securities first reported a position in Research Frontiers in Q4 2024 and has held it in 6 quarters since.
SBI Securities's Research Frontiers position peaked at $32 in Q4 2024.
7 funds tracked by Wall St. Rank held Research Frontiers as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.