Founders Financial Alliance’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History

Founders Financial Alliance’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	$7.19M	Buy	174,970 +4,677	+3%	+$185K	0.95%	21
2026 Q1	$6.06M	Buy	170,293 +9,887	+6%	+$370K	1.09%	17
2025 Q4	$6.13M	Buy	160,406 +8,548	+6%	+$327K	1.16%	15
2025 Q3	$5.73M	Buy	151,858 +143,149	+1,644%	+$5.23M	1.08%	16
2025 Q2	$307K	Buy	8,709 +750	+9%	+$24.6K	0.07%	250
2025 Q1	$257K	Sell	7,959 -3,125	-28%	-$105K	0.06%	285
2024 Q4	$369K	Hold	11,084	–	–	0.1%	192
2024 Q3	$369K	Buy	11,084 +525	+5%	+$16.8K	0.1%	196
2024 Q2	$332K	Buy	10,559 +1,479	+16%	+$44.8K	0.1%	200
2024 Q1	$274K	Buy	+9,080	New	+$262K	0.08%	217

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

Founders Financial Alliance's TCAF Position: Q2 2026 in Review

Founders Financial Alliance increased its T. Rowe Price Capital Appreciation Equity ETF (TCAF) stake by 2.7% in Q2 2026, buying an estimated $185K and bringing the position to 174,970 shares worth $7.19M. The position accounts for 0.95% of the portfolio, ranked #21.

Founders Financial Alliance first reported a position in TCAF in Q1 2024 and has held it in 10 quarters since. 358 funds tracked by Wall St. Rank hold TCAF as of Q2 2026.

Founders Financial Alliance held 174,970 shares of T. Rowe Price Capital Appreciation Equity ETF worth $7.19M as of Q2 2026.
Founders Financial Alliance bought 4,677 T. Rowe Price Capital Appreciation Equity ETF shares in Q2 2026, an estimated $185K.
T. Rowe Price Capital Appreciation Equity ETF made up 0.95% of Founders Financial Alliance's portfolio in Q2 2026, its #21 holding.
Founders Financial Alliance first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q1 2024 and has held it in 10 quarters since.
358 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.