Pinnacle Financial Partners (Tennessee)’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
2025 Q3	$304K	Sell	6,699 -108	-2%	-$4.69K	0.01%	397
2025 Q2	$277K	Hold	6,807	–	–	0.01%	402
2025 Q1	$258K	Sell	6,807 -36	-0.5%	-$1.48K	0.01%	403
2024 Q4	$285K	Sell	6,843 -116	-2%	-$4.97K	0.01%	384
2024 Q3	$289K	Hold	6,959	–	–	0.01%	383
2024 Q2	$265K	Sell	6,959 -93	-1%	-$3.54K	0.01%	384
2024 Q1	$277K	Buy	7,052 +1,324	+23%	+$49.3K	0.01%	383
2023 Q4	$215K	Sell	5,728 -4,460	-44%	-$150K	0.01%	399
2023 Q3	$336K	Buy	10,188 +3,603	+55%	+$125K	0.01%	331
2023 Q2	$226K	Buy	+6,585	New	+$215K	0.01%	370
2022 Q2	–	Sell	-8,115	Closed	-$297K	–	453
2022 Q1	$297K	Buy	+8,115	New	+$295K	0.01%	322

Other funds holding PRFZ

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s PRFZ Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) reduced its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 1.6% in Q3 2025, selling an estimated $4.69K and leaving 6,699 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #397.

Pinnacle Financial Partners (Tennessee) first reported a position in PRFZ in Q1 2022 and has held it in 11 quarters since. The position peaked at $336K in Q3 2023. 294 funds tracked by Wall St. Rank hold PRFZ as of Q3 2025.

Pinnacle Financial Partners (Tennessee) held 6,699 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $304K as of Q3 2025.
Pinnacle Financial Partners (Tennessee) sold 108 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q3 2025, an estimated $4.69K.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.01% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #397 holding.
Pinnacle Financial Partners (Tennessee) first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2022 and has held it in 11 quarters since.
Pinnacle Financial Partners (Tennessee)'s Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $336K in Q3 2023.
294 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.