ESB
TCAL

Essex Savings Bank’s T. Rowe Price Capital Appreciation Premium Income ETF TCAL Stock Holding History

Essex Savings Bank’s Portfolio TCAL Stock Details TCAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$219K Buy
+9,850
New +$220K 0.05% 294

Other funds holding TCAL

SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Essex Savings Bank's TCAL Position: Q2 2026 in Review

Essex Savings Bank opened a new position in T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) in Q2 2026: 9,850 shares worth $219K. The stake represents 0.05% of the portfolio and ranks #294 among its holdings.

13 funds tracked by Wall St. Rank hold TCAL as of Q2 2026.

  • Essex Savings Bank held 9,850 shares of T. Rowe Price Capital Appreciation Premium Income ETF worth $219K as of Q2 2026.
  • T. Rowe Price Capital Appreciation Premium Income ETF was a new Essex Savings Bank position in Q2 2026.
  • T. Rowe Price Capital Appreciation Premium Income ETF made up 0.05% of Essex Savings Bank's portfolio in Q2 2026, its #294 holding.
  • 13 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Premium Income ETF as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.