Forvis Mazars Wealth Advisors’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

Forvis Mazars Wealth Advisors’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 Q3	$161M	Buy	3,346,333 +303,401	+10%	+$14.6M	2.65%	6
2026 Q2	$145M	Buy	3,042,932 +342,747	+13%	+$15.7M	2.42%	8
2026 Q1	$110M	Buy	2,700,185 +403,204	+18%	+$17.2M	2.1%	10
2025 Q4	$98.3M	Buy	2,296,981 +437,719	+24%	+$18.6M	1.86%	10
2025 Q3	$77.9M	Buy	1,859,262 +382,500	+26%	+$15.4M	1.55%	10
2025 Q2	$57.4M	Buy	1,476,762 +527,957	+56%	+$19M	1.24%	13
2025 Q1	$33.4M	Buy	948,805 +557,959	+143%	+$20.7M	0.8%	23
2024 Q4	$14.4M	Buy	390,846 +98,875	+34%	+$3.67M	0.33%	47
2024 Q3	$10.5M	Buy	291,971 +122,596	+72%	+$4.26M	0.24%	53
2024 Q2	$5.82M	Buy	169,375 +100,150	+145%	+$3.29M	0.15%	80
2024 Q1	$2.27M	Buy	+69,225	New	+$2.15M	0.06%	152

Other funds holding TSPA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Frontier Asset Management Sheridan, Wyoming $530M AUM 13.97% 1-Year Est. Return

Prodigy Asset Management Omaha, Nebraska $335M AUM 5.94% 1-Year Est. Return

First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return

Henderson Brothers Financial Partners Pittsburgh, Pennsylvania $276M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Forvis Mazars Wealth Advisors's TSPA Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors increased its T. Rowe Price US Equity Research ETF (TSPA) stake by 10% in Q3 2026, buying an estimated $14.6M and bringing the position to 3,346,333 shares worth $161M. The position accounts for 2.65% of the portfolio, ranked #6.

Forvis Mazars Wealth Advisors first reported a position in TSPA in Q1 2024 and has held it in 11 quarters since. 78 funds tracked by Wall St. Rank hold TSPA as of Q3 2026.

Forvis Mazars Wealth Advisors held 3,346,333 shares of T. Rowe Price US Equity Research ETF worth $161M as of Q3 2026.
Forvis Mazars Wealth Advisors bought 303,401 T. Rowe Price US Equity Research ETF shares in Q3 2026, an estimated $14.6M.
T. Rowe Price US Equity Research ETF made up 2.65% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #6 holding.
Forvis Mazars Wealth Advisors first reported a position in T. Rowe Price US Equity Research ETF in Q1 2024 and has held it in 11 quarters since.
78 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.