HM Payson & Co’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

HM Payson & Co’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	–	Sell	-8,700	Closed	-$393K	–	1191
2025 Q3	$393K	Hold	8,700	–	–	0.01%	322
2025 Q2	$368K	Hold	8,700	–	–	0.01%	325
2025 Q1	$352K	Hold	8,700	–	–	0.01%	324
2024 Q4	$351K	Hold	8,700	–	–	0.01%	330
2024 Q3	$353K	Hold	8,700	–	–	0.01%	332
2024 Q2	$330K	Hold	8,700	–	–	0.01%	331
2024 Q1	$335K	Hold	8,700	–	–	0.01%	329
2023 Q4	$306K	Sell	8,700 -5,740	-40%	-$188K	0.01%	328
2023 Q3	$459K	Hold	14,440	–	–	0.01%	274
2023 Q2	$473K	Hold	14,440	–	–	0.01%	266
2023 Q1	$453K	Hold	14,440	–	–	0.01%	262
2022 Q4	$448K	Hold	14,440	–	–	0.01%	259
2022 Q3	$401K	Hold	14,440	–	–	0.01%	267
2022 Q2	$428K	Hold	14,440	–	–	0.01%	263
2022 Q1	$493K	Hold	14,440	–	–	0.01%	271
2021 Q4	$496K	Sell	14,440 -1,880	-12%	-$62.9K	0.01%	278
2021 Q3	$517K	Buy	16,320 +10	+0.1%	+$323	0.01%	272
2021 Q2	$523K	Buy	16,310 +1,870	+13%	+$59.5K	0.01%	268
2021 Q1	$438K	Hold	14,440	–	–	0.01%	283
2020 Q4	$385K	Buy	+14,440	New	+$360K	0.01%	296

Other funds holding PRF

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HM Payson & Co's PRF Position: Q4 2025 in Review

HM Payson & Co sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q4 2025, closing a stake of 8,700 shares — an estimated $393K sold.

HM Payson & Co first reported a position in PRF in Q4 2020 and held it in 20 quarters. The position peaked at $523K in Q2 2021. 560 funds tracked by Wall St. Rank hold PRF as of Q4 2025.

HM Payson & Co reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q4 2025 after selling out during the quarter.
HM Payson & Co sold 8,700 Invesco FTSE RAFI US 1000 ETF shares in Q4 2025, an estimated $393K.
HM Payson & Co first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2020 and held it in 20 quarters.
HM Payson & Co's Invesco FTSE RAFI US 1000 ETF position peaked at $523K in Q2 2021.
560 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q4 2025.

Based on HM Payson & Co's 13F filing for Q4 2025, filed 12 Feb 2026.