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

Seamount Financial Group’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	$873K	Buy	21,455 +6,321	+42%	+$270K	0.34%	59
2026 Q2	$664K	Hold	15,134	–	–	0.27%	82
2026 Q1	$555K	Sell	15,134 -15	-0.1%	-$568	0.25%	81
2025 Q4	$544K	Buy	15,149 +290	+2%	+$10.3K	0.25%	80
2025 Q3	$523K	Sell	14,859 -80	-0.5%	-$2.72K	0.25%	80
2025 Q2	$490K	Buy	14,939 +237	+2%	+$7.28K	0.25%	81
2025 Q1	$448K	Buy	14,702 +2,870	+24%	+$93.2K	0.31%	72
2024 Q4	$382K	Sell	11,832 -1,559	-12%	-$51.9K	0.26%	76
2024 Q3	$435K	Buy	13,391 +1,444	+12%	+$45K	0.33%	68
2024 Q2	$361K	Buy	11,947 +1,315	+12%	+$39.8K	0.29%	70
2024 Q1	$334K	Buy	+10,632	New	+$309K	0.29%	69

Other funds holding TMSL

Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return

Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return

Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return

Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Seamount Financial Group's TMSL Position: Q3 2026 in Review

Seamount Financial Group increased its T. Rowe Price Small-Mid Cap ETF (TMSL) stake by 42% in Q3 2026, buying an estimated $270K and bringing the position to 21,455 shares worth $873K. The position accounts for 0.34% of the portfolio, ranked #59.

Seamount Financial Group first reported a position in TMSL in Q1 2024 and has held it in 11 quarters since. 56 funds tracked by Wall St. Rank hold TMSL as of Q3 2026.

Seamount Financial Group held 21,455 shares of T. Rowe Price Small-Mid Cap ETF worth $873K as of Q3 2026.
Seamount Financial Group bought 6,321 T. Rowe Price Small-Mid Cap ETF shares in Q3 2026, an estimated $270K.
T. Rowe Price Small-Mid Cap ETF made up 0.34% of Seamount Financial Group's portfolio in Q3 2026, its #59 holding.
Seamount Financial Group first reported a position in T. Rowe Price Small-Mid Cap ETF in Q1 2024 and has held it in 11 quarters since.
56 funds tracked by Wall St. Rank held T. Rowe Price Small-Mid Cap ETF as of Q3 2026.

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