Question 1

How many shares of PRFZ does Bank of New York Mellon Corp own?

Accepted Answer

As of 2026-Q2, Bank of New York Mellon Corp holds 153,219 shares of PRFZ (INV RAFI US 1500 SM-USD INC).

Question 2

What is Bank of New York Mellon Corp's PRFZ position worth?

Accepted Answer

As of 2026-Q2, Bank of New York Mellon Corp's PRFZ position is worth $8.5M.

Question 3

Is Bank of New York Mellon Corp buying or selling PRFZ?

Accepted Answer

In 2026-Q2, Bank of New York Mellon Corp increased their PRFZ position (+1.8% change in shares).

Question 4

When did Bank of New York Mellon Corp first buy PRFZ?

Accepted Answer

Based on available 13F filings, Bank of New York Mellon Corp first reported a position in PRFZ in 2024-Q3. They have held the position across 11 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	153,219	+1.8%	$8.5M	0.0%	$55.77	28
2026-Q1	Increased	150,475	+6.8%	$6.9M	0.0%	$48.10	29
2025-Q4	Decreased	140,934	-19.1%	$6.5M	0.0%	$46.32	0
2025-Q3	New	174,246	-	$7.9M	0.0%	$45.33	38
2025-Q1	Exited	0	-100.0%	$0	0.0%	$37.65	0
2024-Q4	Increased	492,813	+1.8%	$20.5M	0.0%	$41.24	29
2024-Q3	Increased	484,219	+0.0%	$20.1M	0.0%	$40.86	28

PRFZShowing 7 of 11 quarters

PRFZ
Showing 7 of 11 quarters