Founders Financial Alliance
TCAF icon

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
Q3 		$7.24M Sell
171,329
-3,641
-2% -$153K 1% 19
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
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

Founders Financial Alliance's TCAF Position: Q3 2026 in Review

Founders Financial Alliance reduced its T. Rowe Price Capital Appreciation Equity ETF (TCAF) stake by 2.1% in Q3 2026, selling an estimated $153K and leaving 171,329 shares worth $7.24M. The position accounts for 1% of the portfolio, ranked #19.

Founders Financial Alliance first reported a position in TCAF in Q1 2024 and has held it in 11 quarters since. 288 funds tracked by Wall St. Rank hold TCAF as of Q3 2026.

  • Founders Financial Alliance held 171,329 shares of T. Rowe Price Capital Appreciation Equity ETF worth $7.24M as of Q3 2026.
  • Founders Financial Alliance sold 3,641 T. Rowe Price Capital Appreciation Equity ETF shares in Q3 2026, an estimated $153K.
  • T. Rowe Price Capital Appreciation Equity ETF made up 1% of Founders Financial Alliance's portfolio in Q3 2026, its #19 holding.
  • Founders Financial Alliance first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q1 2024 and has held it in 11 quarters since.
  • 288 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q3 2026.

Based on Founders Financial Alliance's 13F filing for Q3 2026, filed 10 Nov 2026.