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

Truist Financial’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	$242K	Buy	+4,336	New	+$221K	﹤0.01%	2661
2026 Q1	–	Sell	-4,914	Closed	-$226K	–	2889
2025 Q4	$226K	Buy	+4,914	New	+$225K	﹤0.01%	2529
2020 Q2	–	Sell	-12,495	Closed	-$224K	–	2553
2020 Q1	$224K	Buy	+12,495	New	+$302K	﹤0.01%	2051

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

Truist Financial's PRFZ Position: Q2 2026 in Review

Truist Financial opened a new position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q2 2026: 4,336 shares worth $242K. The stake represents ﹤0.01% of the portfolio and ranks #2661 among its holdings. This is a return to the name: Truist Financial previously reported a position in PRFZ as recently as Q4 2025.

Truist Financial first reported a position in PRFZ in Q1 2020 and has held it in 3 quarters since. 362 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

Truist Financial held 4,336 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $242K as of Q2 2026.
Invesco FTSE RAFI US 1500 Small-Mid ETF was a new Truist Financial position in Q2 2026.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2661 holding.
Truist Financial first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2020 and has held it in 3 quarters since.
362 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.