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Congress Wealth Management’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History

Congress Wealth Management’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
Q1 		– Sell
-7,284
Closed -$242K – 1121
2024
Q4 		$242K Buy
+7,284
New +$246K ﹤0.01% 811

Other funds holding TCAF

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Congress Wealth Management's TCAF Position: Q1 2025 in Review

Congress Wealth Management sold out of T. Rowe Price Capital Appreciation Equity ETF (TCAF) in Q1 2025, closing a stake of 7,284 shares — an estimated $242K sold.

Congress Wealth Management first reported a position in TCAF in Q4 2024 and held it in 1 quarter. The position peaked at $242K in Q4 2024. 254 funds tracked by Wall St. Rank hold TCAF as of Q1 2025.

  • Congress Wealth Management reported no remaining T. Rowe Price Capital Appreciation Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Congress Wealth Management sold 7,284 T. Rowe Price Capital Appreciation Equity ETF shares in Q1 2025, an estimated $242K.
  • Congress Wealth Management first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q4 2024 and held it in 1 quarter.
  • Congress Wealth Management's T. Rowe Price Capital Appreciation Equity ETF position peaked at $242K in Q4 2024.
  • 254 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q1 2025.

Based on Congress Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.