Garton & Associates Financial Advisors’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History

Garton & Associates Financial 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	$2.09M	Buy	50,907 +1,278	+3%	+$50.5K	4.73%	8
2026 Q1	$1.77M	Buy	49,629 +3,306	+7%	+$124K	1.45%	20
2025 Q4	$1.77M	Buy	+46,323	New	+$1.77M	0.99%	24

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

Garton & Associates Financial Advisors's TCAF Position: Q2 2026 in Review

Garton & Associates Financial Advisors increased its T. Rowe Price Capital Appreciation Equity ETF (TCAF) stake by 2.6% in Q2 2026, buying an estimated $50.5K and bringing the position to 50,907 shares worth $2.09M. The position accounts for 4.73% of the portfolio, ranked #8.

Garton & Associates Financial Advisors first reported a position in TCAF in Q4 2025 and has held it in 3 quarters since. 357 funds tracked by Wall St. Rank hold TCAF as of Q2 2026.

Garton & Associates Financial Advisors held 50,907 shares of T. Rowe Price Capital Appreciation Equity ETF worth $2.09M as of Q2 2026.
Garton & Associates Financial Advisors bought 1,278 T. Rowe Price Capital Appreciation Equity ETF shares in Q2 2026, an estimated $50.5K.
T. Rowe Price Capital Appreciation Equity ETF made up 4.73% of Garton & Associates Financial Advisors's portfolio in Q2 2026, its #8 holding.
Garton & Associates Financial Advisors first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q4 2025 and has held it in 3 quarters since.
357 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q2 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.