MFG
TEQI icon

Merit Financial Group’s T. Rowe Price Equity Income ETF TEQI Stock Holding History

Merit Financial Group’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 		$1.42M Sell
28,274
-38,230
-57% -$1.86M 0.01% 896
2026
Q1 		$2.99M Sell
66,504
-10,648
-14% -$493K 0.02% 539
2025
Q4 		$3.48M Sell
77,152
-154
-0.2% -$6.79K 0.03% 455
2025
Q3 		$3.39M Sell
77,306
-3,810
-5% -$165K 0.03% 409
2025
Q2 		$3.45M Buy
+81,116
New +$3.3M 0.04% 362

Other funds holding TEQI

LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
QFP
Quantum Financial Partners Overland Park, Kansas $196M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Merit Financial Group's TEQI Position: Q2 2026 in Review

Merit Financial Group reduced its T. Rowe Price Equity Income ETF (TEQI) stake by 57% in Q2 2026, selling an estimated $1.86M and leaving 28,274 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #896.

Merit Financial Group first reported a position in TEQI in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.48M in Q4 2025. 9 funds tracked by Wall St. Rank hold TEQI as of Q2 2026.

  • Merit Financial Group held 28,274 shares of T. Rowe Price Equity Income ETF worth $1.42M as of Q2 2026.
  • Merit Financial Group sold 38,230 T. Rowe Price Equity Income ETF shares in Q2 2026, an estimated $1.86M.
  • T. Rowe Price Equity Income ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #896 holding.
  • Merit Financial Group first reported a position in T. Rowe Price Equity Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Merit Financial Group's T. Rowe Price Equity Income ETF position peaked at $3.48M in Q4 2025.
  • 9 funds tracked by Wall St. Rank held T. Rowe Price Equity Income ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.