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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
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

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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Forvis Mazars Wealth Advisors's TSPA Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its T. Rowe Price US Equity Research ETF (TSPA) stake by 18% in Q1 2026, buying an estimated $17.2M and bringing the position to 2,700,185 shares worth $110M. The position accounts for 2.1% of the portfolio, ranked #10.

Forvis Mazars Wealth Advisors first reported a position in TSPA in Q1 2024 and has held it in 9 quarters since. 119 funds tracked by Wall St. Rank hold TSPA as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 2,700,185 shares of T. Rowe Price US Equity Research ETF worth $110M as of Q1 2026.
  • Forvis Mazars Wealth Advisors bought 403,204 T. Rowe Price US Equity Research ETF shares in Q1 2026, an estimated $17.2M.
  • T. Rowe Price US Equity Research ETF made up 2.1% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #10 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 9 quarters since.
  • 119 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.