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Regions Financial Corp’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Regions Financial Corp’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 		$370K Hold
8,056
– – ﹤0.01% 689
2025
Q4 		$370K Buy
8,056
+1,801
+29% +$82.3K ﹤0.01% 681
2025
Q3 		$284K Hold
6,255
– – ﹤0.01% 736
2025
Q2 		$254K Hold
6,255
– – ﹤0.01% 762
2025
Q1 		$237K Hold
6,255
– – ﹤0.01% 754
2024
Q4 		$260K Hold
6,255
– – ﹤0.01% 732
2024
Q3 		$260K Hold
6,255
– – ﹤0.01% 748
2024
Q2 		$239K Hold
6,255
– – ﹤0.01% 744
2024
Q1 		$246K Buy
6,255
+500
+9% +$18.6K ﹤0.01% 750
2023
Q4 		$216K Buy
+5,755
New +$193K ﹤0.01% 776
2023
Q1 		– Sell
-38,805
Closed -$1.23M – 855
2022
Q4 		$1.23M Buy
+38,805
New +$1.24M 0.01% 436
2019
Q2 		– Sell
-5,545
Closed -$141K – 1489
2019
Q1 		$141K Hold
5,545
– – ﹤0.01% 881
2018
Q4 		$126K Hold
5,545
– – ﹤0.01% 897
2018
Q3 		$158K Buy
+5,545
New +$158K ﹤0.01% 895
2018
Q2 		– Sell
-6,545
Closed -$169K – 2162
2018
Q1 		$169K Hold
6,545
– – ﹤0.01% 892
2017
Q4 		$170K Buy
+6,545
New +$167K ﹤0.01% 897
2017
Q1 		– Sell
-8,830
Closed -$204K – 899
2016
Q4 		$204K Buy
+8,830
New +$193K ﹤0.01% 845
2015
Q4 		– Sell
-12,720
Closed -$233K – 927
2015
Q3 		$233K Buy
+12,720
New +$250K ﹤0.01% 829

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

Regions Financial Corp's PRFZ Position: Q1 2026 in Review

Regions Financial Corp held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q1 2026 at 8,056 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Regions Financial Corp first reported a position in PRFZ in Q3 2015 and has held it in 18 quarters since. The position peaked at $1.23M in Q4 2022. 319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

  • Regions Financial Corp held 8,056 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $370K as of Q1 2026.
  • Regions Financial Corp 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 Regions Financial Corp's portfolio in Q1 2026, its #689 holding.
  • Regions Financial Corp first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q3 2015 and has held it in 18 quarters since.
  • Regions Financial Corp's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $1.23M in Q4 2022.
  • 319 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on Regions Financial Corp's 13F filing for Q1 2026, filed 5 May 2026.