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 Q3	$306K	Buy	5,855 +1,519	+35%	+$82.8K	﹤0.01%	2506
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Johnson & White Wealth Management York, Pennsylvania $275M AUM 21.24% 1-Year Est. Return

Three Bridge Wealth Advisors Los Altos, California $469M AUM 10.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Truist Financial's PRFZ Position: Q3 2026 in Review

Truist Financial increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 35% in Q3 2026, buying an estimated $82.8K and bringing the position to 5,855 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #2506.

Truist Financial first reported a position in PRFZ in Q1 2020 and has held it in 4 quarters since. 224 funds tracked by Wall St. Rank hold PRFZ as of Q3 2026.

Truist Financial held 5,855 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $306K as of Q3 2026.
Truist Financial bought 1,519 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q3 2026, an estimated $82.8K.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of Truist Financial's portfolio in Q3 2026, its #2506 holding.
Truist Financial first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2020 and has held it in 4 quarters since.
224 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.