Certior Financial Group
TCAF icon

Certior Financial Group’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History

Certior Financial Group’s Portfolio TCAF Stock Details TCAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10.8M Sell
255,916
-82
-0% -$3.46K 5.86% 3
2026
Q2 		$10.5M Buy
255,998
+15,847
+7% +$626K 5.76% 3
2026
Q1 		$8.55M Buy
240,151
+14,264
+6% +$534K 5.44% 4
2025
Q4 		$8.63M Buy
225,887
+7,613
+3% +$292K 5.83% 3
2025
Q3 		$8.23M Buy
218,274
+8,606
+4% +$315K 5.47% 2
2025
Q2 		$7.4M Buy
209,668
+12,097
+6% +$397K 5.52% 3
2025
Q1 		$6.38M Buy
197,571
+47,938
+32% +$1.61M 5.16% 3
2024
Q4 		$4.98M Buy
+149,633
New +$5.04M 4.31% 4

Other funds holding TCAF

Consolidated Planning Corp
Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
ADE LLC
ADE LLC Baltimore, Maryland $246M AUM 14.64% 1-Year Est. Return
McCarthy Asset Management
McCarthy Asset Management Redwood Shores, California $209M AUM
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
ARS Wealth Advisors Group
ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return
Harfst & Associates
Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return

Certior Financial Group's TCAF Position: Q3 2026 in Review

Certior Financial Group reduced its T. Rowe Price Capital Appreciation Equity ETF (TCAF) stake by 0.03% in Q3 2026, selling an estimated $3.46K and leaving 255,916 shares worth $10.8M. The position accounts for 5.86% of the portfolio, ranked #3.

Certior Financial Group first reported a position in TCAF in Q4 2024 and has held it in 8 quarters since. 146 funds tracked by Wall St. Rank hold TCAF as of Q3 2026.

  • Certior Financial Group held 255,916 shares of T. Rowe Price Capital Appreciation Equity ETF worth $10.8M as of Q3 2026.
  • Certior Financial Group sold 82 T. Rowe Price Capital Appreciation Equity ETF shares in Q3 2026, an estimated $3.46K.
  • T. Rowe Price Capital Appreciation Equity ETF made up 5.86% of Certior Financial Group's portfolio in Q3 2026, its #3 holding.
  • Certior Financial Group first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q4 2024 and has held it in 8 quarters since.
  • 146 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q3 2026.

Based on Certior Financial Group's 13F filing for Q3 2026, filed 19 Oct 2026.