Question 1

How many shares of PRFZ does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 116,848 shares of PRFZ (INV RAFI US 1500 SM-USD INC).

Question 2

What is Steward Partners Investment Advisory, LLC's PRFZ position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's PRFZ position is worth $6.5M.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling PRFZ?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their PRFZ position (+2.0% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy PRFZ?

Accepted Answer

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

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	116,848	+2.0%	$6.5M	0.0%	$55.77	28
2026-Q1	Increased	114,558	+2.5%	$5.3M	0.0%	$48.10	28
2025-Q4	Decreased	111,739	-8.4%	$5.1M	0.0%	$46.32	0
2025-Q3	Decreased	122,057	-2.8%	$5.5M	0.0%	$45.33	0
2025-Q2	Increased	125,512	+1.9%	$5.1M	0.0%	$40.46	27
2025-Q1	Increased	123,143	+6.7%	$4.7M	0.0%	$37.65	29
2024-Q4	Increased	115,457	+11.8%	$4.8M	0.0%	$41.24	30
2024-Q3	Increased	103,269	+11.9%	$4.3M	0.0%	$40.86	30
2024-Q2	Increased	92,285	+63.3%	$3.5M	0.0%	$37.48	39
2024-Q1	Increased	56,510	+34.6%	$2.2M	0.0%	$38.44	34
2023-Q4	Increased	41,989	+37.5%	$1.6M	0.0%	$36.61	34
2023-Q3	Increased	30,548	+530.4%	$1M	0.0%	$32.11	40
2023-Q2	Unchanged	4,846	0.0%	$832,688	0.0%	$33.22	0
2023-Q1	Decreased	4,846	-5.5%	$797,264	0.0%	$31.15	0
2022-Q4	Unchanged	5,127	0.0%	$812,209	0.0%	$30.45	0
2022-Q3	Increased	5,127	+0.0%	$747,000	0.0%	$28.10	25
2022-Q2	Decreased	5,126	-1.2%	$786,000	0.0%	$29.49	0
2022-Q1	Decreased	5,190	-0.1%	$948,000	0.0%	$35.13	0
2021-Q4	Increased	5,198	+3.4%	$997,000	0.0%	$36.39	26
2021-Q3	Increased	5,026	+1.8%	$917,000	0.0%	$34.90	25
2021-Q2	Decreased	4,939	-51.9%	$923,000	0.0%	$35.20	0
2021-Q1	Increased	10,268	+114.0%	$906.2M	0.0%	$32.97	51
2020-Q4	Increased	4,797	+1.3%	$724,000	0.0%	$28.30	25
2020-Q3	Decreased	4,737	-56.8%	$555,000	0.0%	$21.90	0
2020-Q2	Increased	10,953	+31.1%	$1.2M	0.0%	$20.61	32
2020-Q1	Decreased	8,354	-26.7%	$747,000	0.0%	$16.77	0
2019-Q4	Increased	11,396	+10.6%	$1.6M	0.0%	$25.32	28
2019-Q3	Increased	10,301	+13.9%	$1.3M	0.0%	$23.40	29
2019-Q2	Increased	9,042	+47.1%	$1.2M	0.0%	$23.50	34
2019-Q1	New	6,146	-	$784,000	0.0%	$23.39	34

PRFZ30 quarters

PRFZ
30 quarters