James T. Borello RIA’s T. Rowe Price Small-Mid Cap ETF TMSL Stock Holding History

James T. Borello RIA’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	$2.64M	Buy	64,808 +21,018	+48%	+$899K	0.55%	31
2026 Q2	$1.92M	Buy	43,790 +5,938	+16%	+$242K	0.41%	36
2026 Q1	$1.39M	Buy	37,852 +3,193	+9%	+$121K	0.35%	36
2025 Q4	$1.24M	Buy	34,659 +12,585	+57%	+$446K	0.32%	40
2025 Q3	$776K	Buy	22,074 +16,202	+276%	+$552K	0.21%	50
2025 Q2	$193K	Buy	5,872 +1,841	+46%	+$56.5K	0.06%	87
2025 Q1	$123K	Buy	+4,031	New	+$131K	0.04%	94

Other funds holding TMSL

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

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

BCMIO

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

RPSA

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Pearl Planning Dexter, Michigan $241M AUM 12.56% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

James T. Borello RIA's TMSL Position: Q3 2026 in Review

James T. Borello RIA increased its T. Rowe Price Small-Mid Cap ETF (TMSL) stake by 48% in Q3 2026, buying an estimated $899K and bringing the position to 64,808 shares worth $2.64M. The position accounts for 0.55% of the portfolio, ranked #31.

James T. Borello RIA first reported a position in TMSL in Q1 2025 and has held it in 7 quarters since. 25 funds tracked by Wall St. Rank hold TMSL as of Q3 2026.

James T. Borello RIA held 64,808 shares of T. Rowe Price Small-Mid Cap ETF worth $2.64M as of Q3 2026.
James T. Borello RIA bought 21,018 T. Rowe Price Small-Mid Cap ETF shares in Q3 2026, an estimated $899K.
T. Rowe Price Small-Mid Cap ETF made up 0.55% of James T. Borello RIA's portfolio in Q3 2026, its #31 holding.
James T. Borello RIA first reported a position in T. Rowe Price Small-Mid Cap ETF in Q1 2025 and has held it in 7 quarters since.
25 funds tracked by Wall St. Rank held T. Rowe Price Small-Mid Cap ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.