Corient Private Wealth
TSPA icon

Corient Private Wealth’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

Corient Private Wealth’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
Q1 		– Sell
-11,738
Closed -$459K – 3028
2025
Q4 		$459K Buy
+11,738
New +$499K ﹤0.01% 2369

Other funds holding TSPA

National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
PWM
Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AFA
Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 1-Year Est. Return

Corient Private Wealth's TSPA Position: Q1 2026 in Review

Corient Private Wealth sold out of T. Rowe Price US Equity Research ETF (TSPA) in Q1 2026, closing a stake of 11,738 shares — an estimated $459K sold.

Corient Private Wealth first reported a position in TSPA in Q4 2025 and held it in 1 quarter. The position peaked at $459K in Q4 2025. 119 funds tracked by Wall St. Rank hold TSPA as of Q1 2026.

  • Corient Private Wealth reported no remaining T. Rowe Price US Equity Research ETF position as of Q1 2026 after selling out during the quarter.
  • Corient Private Wealth sold 11,738 T. Rowe Price US Equity Research ETF shares in Q1 2026, an estimated $459K.
  • Corient Private Wealth first reported a position in T. Rowe Price US Equity Research ETF in Q4 2025 and held it in 1 quarter.
  • Corient Private Wealth's T. Rowe Price US Equity Research ETF position peaked at $459K in Q4 2025.
  • 119 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.