Cary Street Partners’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

Cary Street Partners’s Portfolio TSPA Stock Details TSPA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$312K	Hold	6,564	–	–	0.01%	798
2026 Q1	$268K	Hold	6,564	–	–	0.01%	740
2025 Q4	$281K	Hold	6,564	–	–	0.01%	746
2025 Q3	$275K	Hold	6,564	–	–	0.01%	704
2025 Q2	$255K	Buy	+6,564	New	+$236K	0.01%	700

Other funds holding TSPA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

PWM

Provident Wealth Management Brentwood, Tennessee $388M AUM 20.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

FAM

Frontier Asset Management Sheridan, Wyoming $558M AUM 22.41% 1-Year Est. Return

Kickstand Ventures Pittsford, New York $550M AUM 22.11% 1-Year Est. Return

FNT

First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

PAM

Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cary Street Partners's TSPA Position: Q2 2026 in Review

Cary Street Partners held its T. Rowe Price US Equity Research ETF (TSPA) position steady in Q2 2026 at 6,564 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #798.

Cary Street Partners first reported a position in TSPA in Q2 2025 and has held it in 5 quarters since. 89 funds tracked by Wall St. Rank hold TSPA as of Q2 2026.

Cary Street Partners held 6,564 shares of T. Rowe Price US Equity Research ETF worth $312K as of Q2 2026.
Cary Street Partners left its T. Rowe Price US Equity Research ETF share count unchanged in Q2 2026.
T. Rowe Price US Equity Research ETF made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #798 holding.
Cary Street Partners first reported a position in T. Rowe Price US Equity Research ETF in Q2 2025 and has held it in 5 quarters since.
89 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.