Sandy Spring Bank’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Sandy Spring Bank’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 Q1	$65.6K	Buy	1,732 +692	+67%	+$28.4K	﹤0.01%	524
2024 Q4	$43.3K	Hold	1,040	–	–	﹤0.01%	612
2024 Q3	$43.2K	Hold	1,040	–	–	﹤0.01%	614
2024 Q2	$39.7K	Sell	1,040 -5	-0.5%	-$191	﹤0.01%	636
2024 Q1	$41K	Buy	1,045 +5	+0.5%	+$186	﹤0.01%	624
2023 Q4	$39K	Hold	1,040	–	–	﹤0.01%	607
2023 Q3	$34.3K	Hold	1,040	–	–	﹤0.01%	613
2023 Q2	$35.7K	Buy	+1,040	New	+$33.9K	﹤0.01%	609
2022 Q1	–	Sell	-500	Closed	-$19K	–	1198
2021 Q4	$19K	Buy	+500	New	+$19.1K	﹤0.01%	778

Other funds holding PRFZ

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 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 $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sandy Spring Bank's PRFZ Position: Q1 2025 in Review

Sandy Spring Bank increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 67% in Q1 2025, buying an estimated $28.4K and bringing the position to 1,732 shares worth $65.6K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Sandy Spring Bank first reported a position in PRFZ in Q4 2021 and has held it in 9 quarters since. 284 funds tracked by Wall St. Rank hold PRFZ as of Q1 2025.

Sandy Spring Bank held 1,732 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $65.6K as of Q1 2025.
Sandy Spring Bank bought 692 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2025, an estimated $28.4K.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #524 holding.
Sandy Spring Bank first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2021 and has held it in 9 quarters since.
284 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.