CIBC Private Wealth Group’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History

CIBC Private Wealth 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
2025 Q4	$140K	Buy	3,656 +1,397	+62%	+$53.5K	﹤0.01%	1363
2025 Q3	$85.2K	Buy	2,259 +1,868	+478%	+$68.3K	﹤0.01%	1571
2025 Q2	$13.8K	Sell	391 -385	-50%	-$12.6K	﹤0.01%	2148
2025 Q1	$22.5K	Sell	776 -205	-21%	-$6.87K	﹤0.01%	1950
2024 Q4	$33K	Buy	981 +301	+44%	+$10.1K	﹤0.01%	1853
2024 Q3	$22.6K	Buy	+680	New	+$21.8K	﹤0.01%	2106

Other funds holding TCAF

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIBC Private Wealth Group's TCAF Position: Q4 2025 in Review

CIBC Private Wealth Group increased its T. Rowe Price Capital Appreciation Equity ETF (TCAF) stake by 62% in Q4 2025, buying an estimated $53.5K and bringing the position to 3,656 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

CIBC Private Wealth Group first reported a position in TCAF in Q3 2024 and has held it in 6 quarters since. 331 funds tracked by Wall St. Rank hold TCAF as of Q4 2025.

CIBC Private Wealth Group held 3,656 shares of T. Rowe Price Capital Appreciation Equity ETF worth $140K as of Q4 2025.
CIBC Private Wealth Group bought 1,397 T. Rowe Price Capital Appreciation Equity ETF shares in Q4 2025, an estimated $53.5K.
T. Rowe Price Capital Appreciation Equity ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1363 holding.
CIBC Private Wealth Group first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q3 2024 and has held it in 6 quarters since.
331 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.