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Walkner Condon Financial Advisors’s T. Rowe Price Small-Mid Cap ETF TMSL Stock Holding History

Walkner Condon Financial Advisors’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
Q1 		$256K Buy
6,970
+1,015
+17% +$38.4K 0.03% 274
2025
Q4 		$214K Buy
+5,955
New +$211K 0.03% 289
2025
Q2 		– Sell
-9,725
Closed -$296K – 288
2025
Q1 		$296K Sell
9,725
-342
-3% -$11.1K 0.06% 201
2024
Q4 		$325K Buy
+10,067
New +$335K 0.07% 206

Other funds holding TMSL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
WG
Watchman Group Plano, Texas $413M AUM 16.38% 1-Year Est. Return

Walkner Condon Financial Advisors's TMSL Position: Q1 2026 in Review

Walkner Condon Financial Advisors increased its T. Rowe Price Small-Mid Cap ETF (TMSL) stake by 17% in Q1 2026, buying an estimated $38.4K and bringing the position to 6,970 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #274.

Walkner Condon Financial Advisors first reported a position in TMSL in Q4 2024 and has held it in 4 quarters since. The position peaked at $325K in Q4 2024. 151 funds tracked by Wall St. Rank hold TMSL as of Q1 2026.

  • Walkner Condon Financial Advisors held 6,970 shares of T. Rowe Price Small-Mid Cap ETF worth $256K as of Q1 2026.
  • Walkner Condon Financial Advisors bought 1,015 T. Rowe Price Small-Mid Cap ETF shares in Q1 2026, an estimated $38.4K.
  • T. Rowe Price Small-Mid Cap ETF made up 0.03% of Walkner Condon Financial Advisors's portfolio in Q1 2026, its #274 holding.
  • Walkner Condon Financial Advisors first reported a position in T. Rowe Price Small-Mid Cap ETF in Q4 2024 and has held it in 4 quarters since.
  • Walkner Condon Financial Advisors's T. Rowe Price Small-Mid Cap ETF position peaked at $325K in Q4 2024.
  • 151 funds tracked by Wall St. Rank held T. Rowe Price Small-Mid Cap ETF as of Q1 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.