How many shares of PRFZ does Baird Financial Group, Inc. own?

As of 2026-Q2, Baird Financial Group, Inc. holds 288,249 shares of PRFZ (INV RAFI US 1500 SM-USD INC).

What is Baird Financial Group, Inc.'s PRFZ position worth?

As of 2026-Q2, Baird Financial Group, Inc.'s PRFZ position is worth $16.1M.

Is Baird Financial Group, Inc. buying or selling PRFZ?

In 2026-Q2, Baird Financial Group, Inc. decreased their PRFZ position (-2.2% change in shares).

When did Baird Financial Group, Inc. first buy PRFZ?

Based on available 13F filings, Baird Financial Group, Inc. first reported a position in PRFZ in 2018-Q4. They have held the position across 24 quarters.

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Baird Financial Group, Inc.

PRFZ
24 quarters

Position history for Baird Financial Group, Inc.'s holdings in INV RAFI US 1500 SM-USD INC

Current Value

$16.1M

Current Shares

288,249

Total Value Change

+$15.5M

Total Shares Change

+282,878

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	288,249	-2.2%	$16.1M	0.0%	$55.77	0
2026-Q1	Increased	294,623	+0.4%	$13.5M	0.0%	$48.10	28
2025-Q4	Increased	293,365	+0.2%	$13.5M	0.0%	$46.32	28
2025-Q3	Decreased	292,792	-1.5%	$13.3M	0.0%	$45.33	0
2025-Q2	Increased	297,148	+0.6%	$12.1M	0.0%	$40.46	28
2025-Q1	Decreased	295,448	-1.4%	$11.2M	0.0%	$37.65	0
2024-Q4	Decreased	299,732	-45.9%	$12.5M	0.0%	$41.24	0
2024-Q3	Decreased	554,194	-2.4%	$23M	0.0%	$40.86	0
2024-Q2	Increased	567,713	+0.8%	$21.7M	0.0%	$37.48	29
2024-Q1	Increased	563,134	+2.8%	$22.1M	0.0%	$38.44	29
2023-Q4	Increased	547,983	+3.0%	$20.5M	0.0%	$36.61	29
2023-Q3	Increased	531,959	+425.0%	$17.5M	0.0%	$32.11	46
2023-Q2	Increased	101,322	+0.1%	$17.4M	0.0%	$33.22	28
2023-Q1	Increased	101,251	+35.9%	$16.7M	0.0%	$31.15	37
2022-Q4	Increased	74,505	+415.8%	$11.8M	0.0%	$30.45	45
2022-Q3	Increased	14,446	+651.2%	$2.1M	0.0%	$28.10	42
2022-Q2	Increased	1,923	+53.8%	$295,000	0.0%	$29.49	33
2022-Q1	New	1,250	-	$228,000	0.0%	$35.13	32
2020-Q1	Exited	0	-100.0%	$0	0.0%	$16.77	0
2019-Q4	Unchanged	4,362	0.0%	$596,000	0.0%	$25.32	0
2019-Q3	Decreased	4,362	-43.3%	$554,000	0.0%	$23.40	0
2019-Q2	Increased	7,697	+0.0%	$983,000	0.0%	$23.50	25
2019-Q1	Increased	7,696	+43.3%	$982,000	0.0%	$23.39	34
2018-Q4	New	5,371	-	$611,000	0.0%	$20.68	34

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

PRFZ24 quarters

PRFZ
24 quarters