How many shares of PRFZ does Waverly Advisors, LLC own?

As of 2026-Q2, Waverly Advisors, LLC holds 1.1M shares of PRFZ (INV RAFI US 1500 SM-USD INC).

What is Waverly Advisors, LLC's PRFZ position worth?

As of 2026-Q2, Waverly Advisors, LLC's PRFZ position is worth $59.8M.

In 2026-Q2, Waverly Advisors, LLC decreased their PRFZ position (-3.4% change in shares).

Based on available 13F filings, Waverly Advisors, LLC first reported a position in PRFZ in 2019-Q1. They have held the position across 30 quarters.

Position history for WAWaverly Advisors, LLC's holdings in INV RAFI US 1500 SM-USD INC

Current Value

$59.8M

Current Shares

1.1M

Total Value Change

+$33.8M

Total Shares Change

+867,911

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	1.1M	-3.4%	$59.8M	0.3%	$55.77	0
2026-Q1	Decreased	1.1M	-1.6%	$50.9M	0.4%	$48.10	0
2025-Q4	Decreased	1.1M	-2.4%	$51.7M	0.4%	$46.32	0
2025-Q3	Decreased	1.2M	-2.8%	$52.5M	0.5%	$45.33	0
2025-Q2	Decreased	1.2M	-3.4%	$48.3M	0.5%	$40.46	0
2025-Q1	Decreased	1.2M	-6.9%	$46.6M	0.6%	$37.65	0
2024-Q4	Decreased	1.3M	-4.0%	$55M	0.8%	$41.24	0
2024-Q3	Decreased	1.4M	-6.2%	$57.2M	1.1%	$40.86	0
2024-Q2	Decreased	1.5M	-6.1%	$55.9M	1.1%	$37.48	0
2024-Q1	Decreased	1.6M	-4.3%	$61.3M	1.4%	$38.44	0
2023-Q4	Increased	1.6M	+2.8%	$61.2M	2.3%	$36.61	52
2023-Q3	Increased	1.6M	+436.9%	$52.4M	2.3%	$32.11	81
2023-Q2	Decreased	295,671	-2.0%	$50.8M	2.2%	$33.22	0
2023-Q1	Decreased	301,770	-2.2%	$49.6M	2.6%	$31.15	0
2022-Q4	Decreased	308,534	-4.1%	$48.9M	2.7%	$30.45	0
2022-Q3	Increased	321,614	+3.8%	$46.9M	3.3%	$28.10	56
2022-Q2	Increased	309,884	+4.2%	$47.5M	4.3%	$29.49	56
2022-Q1	Increased	297,313	+2.9%	$54.3M	4.6%	$35.13	55
2021-Q4	Increased	288,875	+5.0%	$51.8M	4.5%	$36.39	57
2021-Q3	Increased	275,118	+4.4%	$55M	4.7%	$34.90	56
2021-Q2	Increased	263,505	+2.8%	$48.3M	4.5%	$35.20	55
2021-Q1	Decreased	256,348	-3.8%	$46.4M	4.6%	$32.97	0
2020-Q4	Increased	266,359	+2.2%	$46.7M	4.9%	$28.30	55
2020-Q3	Increased	260,655	+1.1%	$31.1M	4.1%	$21.90	53
2020-Q2	Decreased	257,957	-0.8%	$32.1M	4.2%	$20.61	0
2020-Q1	Increased	260,095	+18.7%	$23.3M	3.9%	$16.77	62
2019-Q4	Increased	219,192	+1.3%	$29.7M	3.9%	$25.32	53
2019-Q3	Increased	216,357	+4.5%	$27.5M	3.9%	$23.40	55
2019-Q2	Increased	206,981	+1.5%	$26.4M	3.9%	$23.50	53
2019-Q1	New	203,872	-	$26M	4.0%	$23.39	79