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Blom & Howell Financial Planning’s T. Rowe Price Equity Income ETF TEQI Stock Holding History

Blom & Howell Financial Planning’s Portfolio TEQI Stock Details TEQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$592K Buy
11,752
+392
+3% +$19.1K 0.49% 31
2026
Q1 		$511K Buy
11,360
+48
+0.4% +$2.22K 0.5% 32
2025
Q4 		$511K Buy
+11,312
New +$499K 0.51% 32

Other funds holding TEQI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
QFP
Quantum Financial Partners Overland Park, Kansas $196M AUM
AOWM
Asset One Wealth Management Bellevue, Washington $948M AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Blom & Howell Financial Planning's TEQI Position: Q2 2026 in Review

Blom & Howell Financial Planning increased its T. Rowe Price Equity Income ETF (TEQI) stake by 3.5% in Q2 2026, buying an estimated $19.1K and bringing the position to 11,752 shares worth $592K. The position accounts for 0.49% of the portfolio, ranked #31.

Blom & Howell Financial Planning first reported a position in TEQI in Q4 2025 and has held it in 3 quarters since. 47 funds tracked by Wall St. Rank hold TEQI as of Q2 2026.

  • Blom & Howell Financial Planning held 11,752 shares of T. Rowe Price Equity Income ETF worth $592K as of Q2 2026.
  • Blom & Howell Financial Planning bought 392 T. Rowe Price Equity Income ETF shares in Q2 2026, an estimated $19.1K.
  • T. Rowe Price Equity Income ETF made up 0.49% of Blom & Howell Financial Planning's portfolio in Q2 2026, its #31 holding.
  • Blom & Howell Financial Planning first reported a position in T. Rowe Price Equity Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 47 funds tracked by Wall St. Rank held T. Rowe Price Equity Income ETF as of Q2 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.