Pine Grove Financial Group’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$429K Hold
8,194
– – 0.04% 151
2026
Q2
$457K Hold
8,194
– – 0.05% 137
2026
Q1
$376K Hold
8,194
– – 0.04% 140
2025
Q4
$376K Buy
+8,194
New +$375K 0.05% 135

Other funds holding PRFZ

Pine Grove Financial Group's PRFZ Position: Q3 2026 in Review

Pine Grove Financial Group held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q3 2026 at 8,194 shares worth $429K. The position accounts for 0.04% of the portfolio, ranked #151.

Pine Grove Financial Group first reported a position in PRFZ in Q4 2025 and has held it in 4 quarters since. The position peaked at $457K in Q2 2026. 98 funds tracked by Wall St. Rank hold PRFZ as of Q3 2026.

  • Pine Grove Financial Group held 8,194 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $429K as of Q3 2026.
  • Pine Grove Financial Group left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q3 2026.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.04% of Pine Grove Financial Group's portfolio in Q3 2026, its #151 holding.
  • Pine Grove Financial Group first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2025 and has held it in 4 quarters since.
  • Pine Grove Financial Group's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $457K in Q2 2026.
  • 98 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q3 2026.

Based on Pine Grove Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.