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GER Loftin Wealth Advisors LLC’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History

GER Loftin Wealth Advisors LLC’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 		$21.5M Buy
+508,865
New +$21.4M 6.84% 3

Other funds holding TCAF

LPL Financial
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JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Consolidated Planning Corp
Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

GER Loftin Wealth Advisors LLC's TCAF Position: Q3 2026 in Review

GER Loftin Wealth Advisors LLC opened a new position in T. Rowe Price Capital Appreciation Equity ETF (TCAF) in Q3 2026: 508,865 shares worth $21.5M. The stake represents 6.84% of the portfolio and ranks #3 among its holdings.

281 funds tracked by Wall St. Rank hold TCAF as of Q3 2026.

  • GER Loftin Wealth Advisors LLC held 508,865 shares of T. Rowe Price Capital Appreciation Equity ETF worth $21.5M as of Q3 2026.
  • T. Rowe Price Capital Appreciation Equity ETF was a new GER Loftin Wealth Advisors LLC position in Q3 2026.
  • T. Rowe Price Capital Appreciation Equity ETF made up 6.84% of GER Loftin Wealth Advisors LLC's portfolio in Q3 2026, its #3 holding.
  • 281 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q3 2026.

Based on GER Loftin Wealth Advisors LLC's 13F filing for Q3 2026, filed 12 Nov 2026.