Silver Oak Securities’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

Silver Oak Securities’s Portfolio TSPA Stock Details TSPA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.19M	Buy	53,531 +7,195	+16%	+$307K	0.16%	142
2025 Q4	$2M	Sell	46,336 -303	-0.6%	-$12.9K	0.13%	152
2025 Q3	$1.95M	Buy	46,639 +2,179	+5%	+$87.9K	0.15%	146
2025 Q2	$1.73M	Buy	44,460 +4,251	+11%	+$153K	0.14%	157
2025 Q1	$1.41M	Sell	40,209 -2,479	-6%	-$91.8K	0.13%	176
2024 Q4	$1.59M	Buy	+42,688	New	+$1.58M	0.15%	151

Other funds holding TSPA

National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

PWM

Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

AFA

Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return

FNT

First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 1-Year Est. Return

Silver Oak Securities's TSPA Position: Q1 2026 in Review

Silver Oak Securities increased its T. Rowe Price US Equity Research ETF (TSPA) stake by 16% in Q1 2026, buying an estimated $307K and bringing the position to 53,531 shares worth $2.19M. The position accounts for 0.16% of the portfolio, ranked #142.

Silver Oak Securities first reported a position in TSPA in Q4 2024 and has held it in 6 quarters since. 119 funds tracked by Wall St. Rank hold TSPA as of Q1 2026.

Silver Oak Securities held 53,531 shares of T. Rowe Price US Equity Research ETF worth $2.19M as of Q1 2026.
Silver Oak Securities bought 7,195 T. Rowe Price US Equity Research ETF shares in Q1 2026, an estimated $307K.
T. Rowe Price US Equity Research ETF made up 0.16% of Silver Oak Securities's portfolio in Q1 2026, its #142 holding.
Silver Oak Securities first reported a position in T. Rowe Price US Equity Research ETF in Q4 2024 and has held it in 6 quarters since.
119 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.