Bessemer Group’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Bessemer Group’s Portfolio PRF Stock Details PRF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-174	Closed	-$8K	–	2648
2025 Q4	$8K	Sell	174 -1,299	-88%	-$59.8K	﹤0.01%	2164
2025 Q3	$67K	Hold	1,473	–	–	﹤0.01%	1361
2025 Q2	$62K	Hold	1,473	–	–	﹤0.01%	1290
2025 Q1	$60K	Hold	1,473	–	–	﹤0.01%	1277
2024 Q4	$59K	Hold	1,473	–	–	﹤0.01%	1263
2024 Q3	$60K	Hold	1,473	–	–	﹤0.01%	1358
2024 Q2	$56K	Hold	1,473	–	–	﹤0.01%	1259
2024 Q1	$57K	Sell	1,473 -1,010	-41%	-$36.7K	﹤0.01%	1279
2023 Q4	$87K	Buy	2,483 +1,473	+146%	+$48.3K	﹤0.01%	1247
2023 Q3	$32K	Hold	1,010	–	–	﹤0.01%	1398
2023 Q2	$33K	Hold	1,010	–	–	﹤0.01%	1440
2023 Q1	$32K	Hold	1,010	–	–	﹤0.01%	1307
2022 Q4	$31K	Hold	1,010	–	–	﹤0.01%	1232
2022 Q3	$28K	Hold	1,010	–	–	﹤0.01%	1291
2022 Q2	$30K	Hold	1,010	–	–	﹤0.01%	1187
2022 Q1	$35K	Buy	+1,010	New	+$34.2K	﹤0.01%	1143
2021 Q4	–	Sell	-43,865	Closed	-$1.39M	–	1952
2021 Q3	$1.39M	Buy	+43,865	New	+$1.42M	﹤0.01%	364
2017 Q4	–	Sell	-545	Closed	-$12K	–	1793
2017 Q3	$12K	Buy	+545	New	+$11.4K	﹤0.01%	1580

Other funds holding PRF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bessemer Group's PRF Position: Q1 2026 in Review

Bessemer Group sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q1 2026, closing a stake of 174 shares — an estimated $8K sold.

Bessemer Group first reported a position in PRF in Q3 2017 and held it in 18 quarters. The position peaked at $1.39M in Q3 2021. 559 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

Bessemer Group reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q1 2026 after selling out during the quarter.
Bessemer Group sold 174 Invesco FTSE RAFI US 1000 ETF shares in Q1 2026, an estimated $8K.
Bessemer Group first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2017 and held it in 18 quarters.
Bessemer Group's Invesco FTSE RAFI US 1000 ETF position peaked at $1.39M in Q3 2021.
559 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.