BFC Planning, Inc.’s T. Rowe Price Equity Income ETF TEQI Stock Holding History

BFC Planning, Inc.’s Portfolio TEQI Stock Details TEQI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$512K	Sell	10,155 -587	-5%	-$28.6K	0.02%	602
2026 Q1	$484K	Hold	10,742	–	–	0.02%	577
2025 Q4	$485K	Hold	10,742	–	–	0.02%	560
2025 Q3	$471K	Hold	10,742	–	–	0.03%	402
2025 Q2	$457K	Hold	10,742	–	–	0.04%	380
2025 Q1	$450K	Hold	10,742	–	–	0.04%	351
2024 Q4	$436K	Buy	+10,742	New	+$451K	0.04%	373

Other funds holding TEQI

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $606M AUM 16.46% 1-Year Est. Return

Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

Quantum Financial Partners Overland Park, Kansas $194M AUM

Asset One Wealth Management Bellevue, Washington $1.17B AUM 22.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

BFC Planning, Inc.'s TEQI Position: Q2 2026 in Review

BFC Planning, Inc. reduced its T. Rowe Price Equity Income ETF (TEQI) stake by 5.5% in Q2 2026, selling an estimated $28.6K and leaving 10,155 shares worth $512K. The position accounts for 0.02% of the portfolio, ranked #602.

BFC Planning, Inc. first reported a position in TEQI in Q4 2024 and has held it in 7 quarters since. 50 funds tracked by Wall St. Rank hold TEQI as of Q2 2026.

BFC Planning, Inc. held 10,155 shares of T. Rowe Price Equity Income ETF worth $512K as of Q2 2026.
BFC Planning, Inc. sold 587 T. Rowe Price Equity Income ETF shares in Q2 2026, an estimated $28.6K.
T. Rowe Price Equity Income ETF made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #602 holding.
BFC Planning, Inc. first reported a position in T. Rowe Price Equity Income ETF in Q4 2024 and has held it in 7 quarters since.
50 funds tracked by Wall St. Rank held T. Rowe Price Equity Income ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.