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

EverSource Wealth Advisors’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	$280K	Hold	6,820	–	–	0.01%	835
2026 Q1	$243K	Hold	6,820	–	–	0.01%	945
2025 Q4	$261K	Buy	+6,820	New	+$261K	0.01%	827
2024 Q3	–	Sell	-895	Closed	-$28.7K	–	3125
2024 Q2	$28.7K	Buy	+895	New	+$27.1K	﹤0.01%	1337

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

EverSource Wealth Advisors's TCAF Position: Q2 2026 in Review

EverSource Wealth Advisors held its T. Rowe Price Capital Appreciation Equity ETF (TCAF) position steady in Q2 2026 at 6,820 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #835.

EverSource Wealth Advisors first reported a position in TCAF in Q2 2024 and has held it in 4 quarters since. 357 funds tracked by Wall St. Rank hold TCAF as of Q2 2026.

EverSource Wealth Advisors held 6,820 shares of T. Rowe Price Capital Appreciation Equity ETF worth $280K as of Q2 2026.
EverSource Wealth Advisors left its T. Rowe Price Capital Appreciation Equity ETF share count unchanged in Q2 2026.
T. Rowe Price Capital Appreciation Equity ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #835 holding.
EverSource Wealth Advisors first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q2 2024 and has held it in 4 quarters since.
357 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.