Root Financial Partners
TMSL icon

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
Q3 		$28.4K Buy
+697
New +$29.8K ﹤0.01% 1369
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

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Cetera Investment Advisers
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UBS Group
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Watchman Group
Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return
Kendall Capital Management
Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Root Financial Partners's TMSL Position: Q3 2026 in Review

Root Financial Partners opened a new position in T. Rowe Price Small-Mid Cap ETF (TMSL) in Q3 2026: 697 shares worth $28.4K. The stake represents ﹤0.01% of the portfolio and ranks #1369 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TMSL as recently as Q1 2026.

Root Financial Partners first reported a position in TMSL in Q3 2025 and has held it in 4 quarters since. 169 funds tracked by Wall St. Rank hold TMSL as of Q3 2026.

  • Root Financial Partners held 697 shares of T. Rowe Price Small-Mid Cap ETF worth $28.4K as of Q3 2026.
  • T. Rowe Price Small-Mid Cap ETF was a new Root Financial Partners position in Q3 2026.
  • T. Rowe Price Small-Mid Cap ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1369 holding.
  • Root Financial Partners first reported a position in T. Rowe Price Small-Mid Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 169 funds tracked by Wall St. Rank held T. Rowe Price Small-Mid Cap ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.