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ORG Partners’s T. Rowe Price Equity Income ETF TEQI Stock Holding History

ORG Partners’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
2025
Q4 		$459K Buy
10,172
+985
+11% +$43.5K 0.08% 209
2025
Q3 		$403K Buy
+9,187
New +$397K 0.07% 228

Other funds holding TEQI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

ORG Partners's TEQI Position: Q4 2025 in Review

ORG Partners increased its T. Rowe Price Equity Income ETF (TEQI) stake by 11% in Q4 2025, buying an estimated $43.5K and bringing the position to 10,172 shares worth $459K. The position accounts for 0.08% of the portfolio, ranked #209.

ORG Partners first reported a position in TEQI in Q3 2025 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold TEQI as of Q4 2025.

  • ORG Partners held 10,172 shares of T. Rowe Price Equity Income ETF worth $459K as of Q4 2025.
  • ORG Partners bought 985 T. Rowe Price Equity Income ETF shares in Q4 2025, an estimated $43.5K.
  • T. Rowe Price Equity Income ETF made up 0.08% of ORG Partners's portfolio in Q4 2025, its #209 holding.
  • ORG Partners first reported a position in T. Rowe Price Equity Income ETF in Q3 2025 and has held it in 2 quarters since.
  • 45 funds tracked by Wall St. Rank held T. Rowe Price Equity Income ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.