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Laird Norton Wetherby Trust Company’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Laird Norton Wetherby Trust Company’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
Q1 		$353K Hold
7,698
– – 0.01% 822
2025
Q4 		$353K Buy
+7,698
New +$352K 0.01% 831

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $94B AUM 20.14% 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 $768M AUM 14.21% 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

Laird Norton Wetherby Trust Company's PRFZ Position: Q1 2026 in Review

Laird Norton Wetherby Trust Company held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q1 2026 at 7,698 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #822.

Laird Norton Wetherby Trust Company first reported a position in PRFZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $353K in Q4 2025. 319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

  • Laird Norton Wetherby Trust Company held 7,698 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $353K as of Q1 2026.
  • Laird Norton Wetherby Trust Company left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q1 2026.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.01% of Laird Norton Wetherby Trust Company's portfolio in Q1 2026, its #822 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2025 and has held it in 2 quarters since.
  • Laird Norton Wetherby Trust Company's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $353K in Q4 2025.
  • 319 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q1 2026, filed 15 May 2026.