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Cadence Bank’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Cadence Bank’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
2025
Q4 		$667K Sell
14,206
-361
-2% -$16.6K 0.04% 205
2025
Q3 		$659K Sell
14,567
-2,132
-13% -$93.1K 0.04% 205
2025
Q2 		$706K Sell
16,699
-207
-1% -$8.27K 0.05% 198
2025
Q1 		$683K Sell
16,906
-1,614
-9% -$66.6K 0.05% 193
2024
Q4 		$747K Sell
18,520
-64
-0.3% -$2.65K 0.05% 186
2024
Q3 		$755K Buy
+18,584
New +$729K 0.05% 186
2024
Q2 		– Sell
-20,154
Closed -$775K – 336
2024
Q1 		$775K Buy
20,154
+1,588
+9% +$57.7K 0.06% 184
2023
Q4 		$654K Sell
18,566
-1,377
-7% -$45.1K 0.05% 196
2023
Q3 		$635K Sell
19,943
-132
-0.7% -$4.36K 0.06% 193
2023
Q2 		$657K Sell
20,075
-80
-0.4% -$2.52K 0.06% 191
2023
Q1 		$632K Buy
20,155
+140
+0.7% +$4.44K 0.06% 197
2022
Q4 		$621K Buy
20,015
+265
+1% +$8.15K 0.06% 204
2022
Q3 		$548K Buy
+19,750
New +$607K 0.06% 196

Other funds holding PRF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cadence Bank's PRF Position: Q4 2025 in Review

Cadence Bank reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 2.5% in Q4 2025, selling an estimated $16.6K and leaving 14,206 shares worth $667K. The position accounts for 0.04% of the portfolio, ranked #205.

Cadence Bank first reported a position in PRF in Q3 2022 and has held it in 13 quarters since. The position peaked at $775K in Q1 2024. 557 funds tracked by Wall St. Rank hold PRF as of Q4 2025.

  • Cadence Bank held 14,206 shares of Invesco FTSE RAFI US 1000 ETF worth $667K as of Q4 2025.
  • Cadence Bank sold 361 Invesco FTSE RAFI US 1000 ETF shares in Q4 2025, an estimated $16.6K.
  • Invesco FTSE RAFI US 1000 ETF made up 0.04% of Cadence Bank's portfolio in Q4 2025, its #205 holding.
  • Cadence Bank first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2022 and has held it in 13 quarters since.
  • Cadence Bank's Invesco FTSE RAFI US 1000 ETF position peaked at $775K in Q1 2024.
  • 557 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.