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Northwest Financial Advisors’s T. Rowe Price Small-Mid Cap ETF TMSL Stock Holding History

Northwest Financial Advisors’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 		$21.7M Buy
+494,506
New +$20.2M 2.88% 14
2024
Q4 		– Sell
-436
Closed -$14.2K – 499
2024
Q3 		$14.2K Buy
+436
New +$13.6K 0.01% 363

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

Northwest Financial Advisors's TMSL Position: Q2 2026 in Review

Northwest Financial Advisors opened a new position in T. Rowe Price Small-Mid Cap ETF (TMSL) in Q2 2026: 494,506 shares worth $21.7M. The stake represents 2.88% of the portfolio and ranks #14 among its holdings. This is a return to the name: Northwest Financial Advisors previously reported a position in TMSL as recently as Q3 2024.

Northwest Financial Advisors first reported a position in TMSL in Q3 2024 and has held it in 2 quarters since. 165 funds tracked by Wall St. Rank hold TMSL as of Q2 2026.

  • Northwest Financial Advisors held 494,506 shares of T. Rowe Price Small-Mid Cap ETF worth $21.7M as of Q2 2026.
  • T. Rowe Price Small-Mid Cap ETF was a new Northwest Financial Advisors position in Q2 2026.
  • T. Rowe Price Small-Mid Cap ETF made up 2.88% of Northwest Financial Advisors's portfolio in Q2 2026, its #14 holding.
  • Northwest Financial Advisors first reported a position in T. Rowe Price Small-Mid Cap ETF in Q3 2024 and has held it in 2 quarters since.
  • 165 funds tracked by Wall St. Rank held T. Rowe Price Small-Mid Cap ETF as of Q2 2026.

Based on Northwest Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.