Bank of America
PRFZ icon

Bank of America’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Bank of America’s Portfolio PRFZ Stock Details PRFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,800
Closed -$92.4K – 8177
2023
Q3 		$92.4K Buy
+2,800
New +$97.4K ﹤0.01% 6277

Other funds holding PRFZ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America's PRFZ Position: Q1 2026 in Review

Bank of America increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 15% in Q1 2026, buying an estimated $17.6M and bringing the position to 2,858,934 shares worth $131M. The position accounts for 0.01% of the portfolio, ranked #942.

Bank of America first reported a position in PRFZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $147M in Q3 2018. 320 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

  • Bank of America held 2,858,934 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $131M as of Q1 2026.
  • Bank of America bought 370,099 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2026, an estimated $17.6M.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.01% of Bank of America's portfolio in Q1 2026, its #942 holding.
  • Bank of America first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $147M in Q3 2018.
  • 320 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.