CUSIP 72201T342RAFI ESG USRAFEQ4 2025
Aggregate 13F value by quarter
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38 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Sellwood Investment Partners LLC | 490.1K | $20.58M | −18.6K | Reduced |
| 2 | Savant Capital, LLC | 198.1K | $8.32M | +198.1K | New |
| 3 | Balanced Rock Investment Advisors LLC | 147.7K | $6.20M | −4.3K | Reduced |
| 4 | Arlington Financial Advisors, LLC | 127.3K | $5.35M |
| −5.7K |
| Reduced |
| 5 | Commonwealth Equity Services, LLC | 119.7K | $5.03M | +10.9K | Added |
| 6 | Northwest Bancshares, Inc. | 110.0K | $4.62M | −2.5K | Reduced |
| 7 | Envestnet Portfolio Solutions, Inc. | 100.2K | $4.21M | +100.2K | New |
| 8 | Genwealth Group, Inc. | 85.0K | $3.65M | −926 | Reduced |
| 9 | Cetera Investment Advisers | 66.3K | $2.79M | +66.3K | New |
| 10 | Lpl Financial LLC | 58.2K | $2.44M | +8.8K | Added |
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