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Pinnacle Financial Group’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Pinnacle Financial Group’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
2026
Q2 		$35.9M Sell
665,074
-3,201
-0.5% -$167K 8.77% 1
2026
Q1 		$31.8M Sell
668,275
-2,109
-0.3% -$103K 8.71% 2
2025
Q4 		$31.5M Sell
670,384
-17,902
-3% -$824K 9.13% 1
2025
Q3 		$31.1M Buy
688,286
+5,316
+0.8% +$232K 9.41% 1
2025
Q2 		$28.9M Sell
682,970
-9,929
-1% -$397K 9.66% 1
2025
Q1 		$28M Sell
692,899
-9,973
-1% -$411K 10.17% 1
2024
Q4 		$28.4M Sell
702,872
-7,962
-1% -$329K 11.11% 1
2024
Q3 		$28.9M Sell
710,834
-31,472
-4% -$1.23M 11.32% 1
2024
Q2 		$28.2M Buy
742,306
+99
+0% +$3.73K 12.05% 1
2024
Q1 		$28.6M Sell
742,207
-1,696
-0.2% -$61.6K 12.54% 1
2023
Q4 		$26.2M Buy
743,903
+25,881
+4% +$848K 13.41% 1
2023
Q3 		$22.8M Sell
718,022
-10,073
-1% -$332K 13.6% 1
2023
Q2 		$23.8M Buy
728,095
+12,110
+2% +$382K 13.53% 1
2023
Q1 		$22.5M Buy
715,985
+2,480
+0.3% +$78.6K 13.4% 1
2022
Q4 		$22.1M Sell
713,505
-10,085
-1% -$310K 15.65% 1
2022
Q3 		$20.1M Buy
723,590
+180
+0% +$5.53K 17.38% 1
2022
Q2 		$21.4M Buy
723,410
+95,975
+15% +$3.08M 18.28% 1
2022
Q1 		$21.4M Sell
627,435
-49,270
-7% -$1.67M 17.37% 1
2021
Q4 		$23.2M Buy
+676,705
New +$22.6M 17.96% 1

Other funds holding PRF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Pinnacle Financial Group's PRF Position: Q2 2026 in Review

Pinnacle Financial Group reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 0.48% in Q2 2026, selling an estimated $167K and leaving 665,074 shares worth $35.9M. The position accounts for 8.77% of the portfolio, ranked #1.

Pinnacle Financial Group first reported a position in PRF in Q4 2021 and has held it in 19 quarters since. 588 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • Pinnacle Financial Group held 665,074 shares of Invesco FTSE RAFI US 1000 ETF worth $35.9M as of Q2 2026.
  • Pinnacle Financial Group sold 3,201 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $167K.
  • Invesco FTSE RAFI US 1000 ETF made up 8.77% of Pinnacle Financial Group's portfolio in Q2 2026, its #1 holding.
  • Pinnacle Financial Group first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2021 and has held it in 19 quarters since.
  • 588 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Pinnacle Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.