Founders Financial Securities
TCAF icon

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

Founders Financial Securities’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 		$1.84M Sell
43,438
-11,883
-21% -$501K 0.09% 221
2026
Q2 		$2.27M Buy
55,321
+271
+0.5% +$10.7K 0.12% 173
2026
Q1 		$2.05M Buy
55,050
+4,847
+10% +$181K 0.12% 171
2025
Q4 		$1.92M Buy
50,203
+4,738
+10% +$181K 0.11% 173
2025
Q3 		$1.71M Buy
45,465
+107
+0.2% +$3.91K 0.12% 175
2025
Q2 		$1.6M Buy
+45,358
New +$1.49M 0.12% 175

Other funds holding TCAF

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Consolidated Planning Corp
Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mesirow Financial Investment Management
Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Level Four Advisory Services
Level Four Advisory Services Dallas, Texas $3.46B AUM 29.55% 1-Year Est. Return

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

Founders Financial Securities reduced its T. Rowe Price Capital Appreciation Equity ETF (TCAF) stake by 21% in Q3 2026, selling an estimated $501K and leaving 43,438 shares worth $1.84M. The position accounts for 0.09% of the portfolio, ranked #221.

Founders Financial Securities first reported a position in TCAF in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.27M in Q2 2026. 208 funds tracked by Wall St. Rank hold TCAF as of Q3 2026.

  • Founders Financial Securities held 43,438 shares of T. Rowe Price Capital Appreciation Equity ETF worth $1.84M as of Q3 2026.
  • Founders Financial Securities sold 11,883 T. Rowe Price Capital Appreciation Equity ETF shares in Q3 2026, an estimated $501K.
  • T. Rowe Price Capital Appreciation Equity ETF made up 0.09% of Founders Financial Securities's portfolio in Q3 2026, its #221 holding.
  • Founders Financial Securities first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q2 2025 and has held it in 6 quarters since.
  • Founders Financial Securities's T. Rowe Price Capital Appreciation Equity ETF position peaked at $2.27M in Q2 2026.
  • 208 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q3 2026.

Based on Founders Financial Securities's 13F filing for Q3 2026, filed 28 Oct 2026.