Comprehensive Financial Planning’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History

Comprehensive Financial Planning’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 Q2	$1.36M	Buy	32,980 +5,110	+18%	+$202K	0.72%	40
2026 Q1	$992K	Buy	27,870 +3,333	+14%	+$125K	0.69%	43
2025 Q4	$938K	Buy	24,537 +1,282	+6%	+$49.1K	0.62%	43
2025 Q3	$877K	Buy	23,255 +1,920	+9%	+$70.2K	0.6%	43
2025 Q2	$753K	Buy	21,335 +900	+4%	+$29.5K	0.59%	44
2025 Q1	$660K	Buy	20,435 +17,963	+727%	+$602K	0.64%	38
2024 Q4	$82.3K	Buy	+2,472	New	+$83.3K	0.07%	135

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Comprehensive Financial Planning's TCAF Position: Q2 2026 in Review

Comprehensive Financial Planning increased its T. Rowe Price Capital Appreciation Equity ETF (TCAF) stake by 18% in Q2 2026, buying an estimated $202K and bringing the position to 32,980 shares worth $1.36M. The position accounts for 0.72% of the portfolio, ranked #40.

Comprehensive Financial Planning first reported a position in TCAF in Q4 2024 and has held it in 7 quarters since. 357 funds tracked by Wall St. Rank hold TCAF as of Q2 2026.

Comprehensive Financial Planning held 32,980 shares of T. Rowe Price Capital Appreciation Equity ETF worth $1.36M as of Q2 2026.
Comprehensive Financial Planning bought 5,110 T. Rowe Price Capital Appreciation Equity ETF shares in Q2 2026, an estimated $202K.
T. Rowe Price Capital Appreciation Equity ETF made up 0.72% of Comprehensive Financial Planning's portfolio in Q2 2026, its #40 holding.
Comprehensive Financial Planning first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q4 2024 and has held it in 7 quarters since.
357 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.