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 Q2	$449K	Hold	8,056	–	–	﹤0.01%	640
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 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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $1.32B AUM 23.07% 1-Year Est. Return

Regions Financial Corp's PRFZ Position: Q2 2026 in Review

Regions Financial Corp held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q2 2026 at 8,056 shares worth $449K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Regions Financial Corp first reported a position in PRFZ in Q3 2015 and has held it in 19 quarters since. The position peaked at $1.23M in Q4 2022. 362 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

Regions Financial Corp held 8,056 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $449K as of Q2 2026.
Regions Financial Corp left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q2 2026.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of Regions Financial Corp's portfolio in Q2 2026, its #640 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 19 quarters since.
Regions Financial Corp's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $1.23M in Q4 2022.
362 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Regions Financial Corp's 13F filing for Q2 2026, filed 10 Aug 2026.