LKBC
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L.K. Benson & Company’s T. Rowe Price Small-Mid Cap ETF TMSL Stock Holding History

L.K. Benson & Company’s Portfolio TMSL Stock Details TMSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$326K Hold
7,435
– – 0.1% 95
2026
Q1 		$273K Hold
7,435
– – 0.09% 101
2025
Q4 		$267K Buy
+7,435
New +$264K 0.13% 100

Other funds holding TMSL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

L.K. Benson & Company's TMSL Position: Q2 2026 in Review

L.K. Benson & Company held its T. Rowe Price Small-Mid Cap ETF (TMSL) position steady in Q2 2026 at 7,435 shares worth $326K. The position accounts for 0.1% of the portfolio, ranked #95.

L.K. Benson & Company first reported a position in TMSL in Q4 2025 and has held it in 3 quarters since. 165 funds tracked by Wall St. Rank hold TMSL as of Q2 2026.

  • L.K. Benson & Company held 7,435 shares of T. Rowe Price Small-Mid Cap ETF worth $326K as of Q2 2026.
  • L.K. Benson & Company left its T. Rowe Price Small-Mid Cap ETF share count unchanged in Q2 2026.
  • T. Rowe Price Small-Mid Cap ETF made up 0.1% of L.K. Benson & Company's portfolio in Q2 2026, its #95 holding.
  • L.K. Benson & Company first reported a position in T. Rowe Price Small-Mid Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 165 funds tracked by Wall St. Rank held T. Rowe Price Small-Mid Cap ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.