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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
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

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $155B AUM 42.54% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
PWM
Provident Wealth Management Brentwood, Tennessee $388M AUM 20.98% 1-Year Est. Return
Envestnet Asset Management
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

Forvis Mazars Wealth Advisors's TSPA Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its T. Rowe Price US Equity Research ETF (TSPA) stake by 13% in Q2 2026, buying an estimated $15.7M and bringing the position to 3,042,932 shares worth $145M. The position accounts for 2.42% of the portfolio, ranked #8.

Forvis Mazars Wealth Advisors first reported a position in TSPA in Q1 2024 and has held it in 10 quarters since. 137 funds tracked by Wall St. Rank hold TSPA as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 3,042,932 shares of T. Rowe Price US Equity Research ETF worth $145M as of Q2 2026.
  • Forvis Mazars Wealth Advisors bought 342,747 T. Rowe Price US Equity Research ETF shares in Q2 2026, an estimated $15.7M.
  • T. Rowe Price US Equity Research ETF made up 2.42% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #8 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 10 quarters since.
  • 137 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.