Stifel Financial
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Stifel Financial’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

Stifel Financial’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 		$12M Buy
292,506
+57,436
+24% +$2.45M 0.01% 869
2025
Q4 		$10.1M Buy
235,070
+57,740
+33% +$2.46M 0.01% 950
2025
Q3 		$7.43M Buy
177,330
+84,789
+92% +$3.42M 0.01% 1083
2025
Q2 		$3.6M Buy
92,541
+41,390
+81% +$1.49M ﹤0.01% 1447
2025
Q1 		$1.8M Buy
+51,151
New +$1.89M ﹤0.01% 1841

Other funds holding TSPA

National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
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
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

Stifel Financial's TSPA Position: Q1 2026 in Review

Stifel Financial increased its T. Rowe Price US Equity Research ETF (TSPA) stake by 24% in Q1 2026, buying an estimated $2.45M and bringing the position to 292,506 shares worth $12M. The position accounts for 0.01% of the portfolio, ranked #869.

Stifel Financial first reported a position in TSPA in Q1 2025 and has held it in 5 quarters since. 119 funds tracked by Wall St. Rank hold TSPA as of Q1 2026.

  • Stifel Financial held 292,506 shares of T. Rowe Price US Equity Research ETF worth $12M as of Q1 2026.
  • Stifel Financial bought 57,436 T. Rowe Price US Equity Research ETF shares in Q1 2026, an estimated $2.45M.
  • T. Rowe Price US Equity Research ETF made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #869 holding.
  • Stifel Financial first reported a position in T. Rowe Price US Equity Research ETF in Q1 2025 and has held it in 5 quarters since.
  • 119 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.