Shufro Rose & Co’s Research Frontiers REFR Stock Holding History

Shufro Rose & Co’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	$89.7K	Hold	97,500	–	–	0.01%	298
2025 Q4	$128K	Sell	97,500 -15,300	-14%	-$25.8K	0.01%	287
2025 Q3	$127K	Hold	112,800	–	–	0.01%	301
2025 Q2	$127K	Sell	112,800 -4,000	-3%	-$5.87K	0.01%	297
2025 Q1	$132K	Hold	116,800	–	–	0.01%	298
2024 Q4	$200K	Sell	116,800 -4,000	-3%	-$7.83K	0.02%	272
2024 Q3	$222K	Hold	120,800	–	–	0.02%	277
2024 Q2	$222K	Sell	120,800 -16,200	-12%	-$28.4K	0.02%	277
2024 Q1	$178K	Sell	137,000 -2,000	-1%	-$2.19K	0.01%	289
2023 Q4	$150K	Hold	139,000	–	–	0.01%	281
2023 Q3	$150K	Sell	139,000 -4,750	-3%	-$7.19K	0.01%	281
2023 Q2	$230K	Sell	143,750 -5,500	-4%	-$8.89K	0.02%	255
2023 Q1	$255K	Buy	149,250 +2,500	+2%	+$4.94K	0.02%	246
2022 Q4	$280K	Sell	146,750 -6,000	-4%	-$13.7K	0.02%	245
2022 Q3	$325K	Sell	152,750 -3,231	-2%	-$6.6K	0.03%	210
2022 Q2	$271K	Sell	155,981 -2,000	-1%	-$3.62K	0.02%	232
2022 Q1	$303K	Sell	157,981 -11,769	-7%	-$21.6K	0.02%	229
2021 Q4	$292K	Sell	169,750 -1,500	-0.9%	-$3.21K	0.02%	231
2021 Q3	$438K	Buy	171,250 +500	+0.3%	+$1.16K	0.03%	184
2021 Q2	$405K	Hold	170,750	–	–	0.03%	195
2021 Q1	$485K	Buy	170,750 +8,000	+5%	+$31K	0.04%	164
2020 Q4	$457K	Buy	162,750 +3,000	+2%	+$8.46K	0.04%	168
2020 Q3	$431K	Hold	159,750	–	–	0.04%	172
2020 Q2	$649K	Hold	159,750	–	–	0.06%	126
2020 Q1	$374K	Sell	159,750 -11,000	-6%	-$35.2K	0.04%	171
2019 Q4	$514K	Buy	170,750 +6,500	+4%	+$20.8K	0.05%	163
2019 Q3	$526K	Sell	164,250 -3,000	-2%	-$11.4K	0.05%	153
2019 Q2	$557K	Buy	167,250 +1,500	+0.9%	+$4.25K	0.05%	151
2019 Q1	$358K	Buy	165,750 +24,000	+17%	+$55.4K	0.04%	196
2018 Q4	$221K	Sell	141,750 -1,500	-1%	-$2.18K	0.02%	240
2018 Q3	$225K	Buy	143,250 +5,000	+4%	+$5.29K	0.02%	257
2018 Q2	$114K	Sell	138,250 -2,000	-1%	-$1.81K	0.01%	282
2018 Q1	$137K	Sell	140,250 -3,000	-2%	-$2.92K	0.01%	278
2017 Q4	$149K	Sell	143,250 -21,700	-13%	-$23.6K	0.01%	266
2017 Q3	$196K	Buy	164,950 +32,000	+24%	+$38.4K	0.02%	260
2017 Q2	$172K	Buy	132,950 +2,200	+2%	+$2.76K	0.02%	246
2017 Q1	$183K	Sell	130,750 -2,000	-2%	-$3.44K	0.02%	246
2016 Q4	$242K	Sell	132,750 -61,800	-32%	-$128K	0.03%	220
2016 Q3	$504K	Sell	194,550 -2,132	-1%	-$6.69K	0.06%	156
2016 Q2	$718K	Sell	196,682 -8,268	-4%	-$34.8K	0.08%	130
2016 Q1	$935K	Hold	204,950	–	–	0.1%	119
2015 Q4	$1.07M	Buy	204,950 +100	+0%	+$502	0.12%	109
2015 Q3	$1.04M	Sell	204,850 -7,000	-3%	-$37.1K	0.12%	108
2015 Q2	$1.13M	Buy	211,850 +250	+0.1%	+$1.47K	0.12%	112
2015 Q1	$1.29M	Sell	211,600 -1,000	-0.5%	-$5.2K	0.13%	102
2014 Q4	$1.09M	Sell	212,600 -1,000	-0.5%	-$5.06K	0.11%	112
2014 Q3	$1.23M	Buy	213,600 +3,000	+1%	+$15.8K	0.13%	107
2014 Q2	$1.28M	Buy	210,600 +1,900	+0.9%	+$10.1K	0.13%	101
2014 Q1	$1.08M	Buy	208,700 +4,800	+2%	+$30.4K	0.11%	107
2013 Q4	$1.18M	Buy	203,900 +3,000	+1%	+$16.3K	0.12%	97
2013 Q3	$851K	Buy	200,900 +40,400	+25%	+$168K	0.1%	118
2013 Q2	$638K	Buy	+160,500	New	+$635K	0.08%	134

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Shufro Rose & Co's REFR Position: Q1 2026 in Review

Shufro Rose & Co held its Research Frontiers (REFR) position steady in Q1 2026 at 97,500 shares worth $89.7K. The position accounts for 0.01% of the portfolio, ranked #298.

Shufro Rose & Co first reported a position in REFR in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.29M in Q1 2015. 35 funds tracked by Wall St. Rank hold REFR as of Q1 2026.

Shufro Rose & Co held 97,500 shares of Research Frontiers worth $89.7K as of Q1 2026.
Shufro Rose & Co left its Research Frontiers share count unchanged in Q1 2026.
Research Frontiers made up 0.01% of Shufro Rose & Co's portfolio in Q1 2026, its #298 holding.
Shufro Rose & Co first reported a position in Research Frontiers in Q2 2013 and has held it in 52 quarters since.
Shufro Rose & Co's Research Frontiers position peaked at $1.29M in Q1 2015.
35 funds tracked by Wall St. Rank held Research Frontiers as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.