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

Root Financial Partners’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 		– Sell
-697
Closed -$25.6K – 2933
2026
Q1 		$25.6K Hold
697
– – ﹤0.01% 1191
2025
Q4 		$25K Hold
697
– – ﹤0.01% 1063
2025
Q3 		$24.5K Buy
+697
New +$23.7K ﹤0.01% 1011

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

Root Financial Partners's TMSL Position: Q2 2026 in Review

Root Financial Partners sold out of T. Rowe Price Small-Mid Cap ETF (TMSL) in Q2 2026, closing a stake of 697 shares — an estimated $25.6K sold.

Root Financial Partners first reported a position in TMSL in Q3 2025 and held it in 3 quarters. The position peaked at $25.6K in Q1 2026. 165 funds tracked by Wall St. Rank hold TMSL as of Q2 2026.

  • Root Financial Partners reported no remaining T. Rowe Price Small-Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 697 T. Rowe Price Small-Mid Cap ETF shares in Q2 2026, an estimated $25.6K.
  • Root Financial Partners first reported a position in T. Rowe Price Small-Mid Cap ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's T. Rowe Price Small-Mid Cap ETF position peaked at $25.6K in Q1 2026.
  • 165 funds tracked by Wall St. Rank held T. Rowe Price Small-Mid Cap ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.