Brown Brothers Harriman & Co’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Brown Brothers Harriman & Co’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
2026 Q2	$390	Hold	7	–	–	﹤0.01%	1786
2026 Q1	$321	Hold	7	–	–	﹤0.01%	1772
2025 Q4	$321	Buy	+7	New	+$320	﹤0.01%	1813
2025 Q1	–	Sell	-846	Closed	-$35.2K	–	1439
2024 Q4	$35.2K	Buy	+846	New	+$36.2K	﹤0.01%	936
2015 Q2	–	Sell	-2,625	Closed	-$55K	–	788
2015 Q1	$55K	Hold	2,625	–	–	﹤0.01%	489
2014 Q4	$53K	Hold	2,625	–	–	﹤0.01%	508
2014 Q3	$49K	Hold	2,625	–	–	﹤0.01%	520
2014 Q2	$53K	Hold	2,625	–	–	﹤0.01%	505
2014 Q1	$52K	Buy	+2,625	New	+$50.8K	﹤0.01%	492

Other funds holding PRFZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Brown Brothers Harriman & Co's PRFZ Position: Q2 2026 in Review

Brown Brothers Harriman & Co held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q2 2026 at 7 shares worth $390. The position accounts for ﹤0.01% of the portfolio, ranked #1786.

Brown Brothers Harriman & Co first reported a position in PRFZ in Q1 2014 and has held it in 9 quarters since. The position peaked at $55K in Q1 2015. 360 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

Brown Brothers Harriman & Co held 7 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $390 as of Q2 2026.
Brown Brothers Harriman & Co left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q2 2026.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of Brown Brothers Harriman & Co's portfolio in Q2 2026, its #1786 holding.
Brown Brothers Harriman & Co first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2014 and has held it in 9 quarters since.
Brown Brothers Harriman & Co's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $55K in Q1 2015.
360 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Brown Brothers Harriman & Co's 13F filing for Q2 2026, filed 12 Aug 2026.