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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
Q1 		$273K Hold
7,435
– – 0.09% 101
2025
Q4 		$267K Buy
+7,435
New +$264K 0.13% 100

Other funds holding TMSL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
WG
Watchman Group Plano, Texas $413M AUM 16.38% 1-Year Est. Return

L.K. Benson & Company's TMSL Position: Q1 2026 in Review

L.K. Benson & Company held its T. Rowe Price Small-Mid Cap ETF (TMSL) position steady in Q1 2026 at 7,435 shares worth $273K. The position accounts for 0.09% of the portfolio, ranked #101.

L.K. Benson & Company first reported a position in TMSL in Q4 2025 and has held it in 2 quarters since. 151 funds tracked by Wall St. Rank hold TMSL as of Q1 2026.

  • L.K. Benson & Company held 7,435 shares of T. Rowe Price Small-Mid Cap ETF worth $273K as of Q1 2026.
  • L.K. Benson & Company left its T. Rowe Price Small-Mid Cap ETF share count unchanged in Q1 2026.
  • T. Rowe Price Small-Mid Cap ETF made up 0.09% of L.K. Benson & Company's portfolio in Q1 2026, its #101 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 2 quarters since.
  • 151 funds tracked by Wall St. Rank held T. Rowe Price Small-Mid Cap ETF as of Q1 2026.

Based on L.K. Benson & Company's 13F filing for Q1 2026, filed 21 Apr 2026.