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Position history for LPL Financial LLCLPL Financial LLC's holdings in INV RAFI US 1500 SM-USD INC

LPL Financial LLC holds 1.4M shares of PRFZ (INV RAFI US 1500 SM-USD INC), worth $78M as of 2026-Q2. The position was increased (+1.4% shares). PRFZ represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$78M

Current Shares

1.4M

Total Value Change

+$27.2M

Total Shares Change

+175,540

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.4M
+1.4%
$78M0.0%$55.77
30
2026-Q1
Increased
1.4M
+3.5%
$63.2M0.0%$48.10
31
2025-Q4
Increased
1.3M
+9.4%
$61.1M0.0%$46.32
32
2025-Q3
Increased
1.2M
+5.1%
$55.3M0.0%$45.33
31
2025-Q2
Increased
1.2M
+6.9%
$47.1M0.0%$40.46
31
2025-Q1
Decreased
1.1M
-12.6%
$41M0.0%$37.65
0
2024-Q4
Increased
1.2M
+1.4%
$51.6M0.0%$41.24
30
2024-Q3
Increased
1.2M
+0.3%
$50.8M0.0%$40.86
29

Other major holders of PRFZ: Steward Partners Investment Advisory, LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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