Independent Financial Group’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History

Independent Financial Group’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	$1.45M	Sell	35,236 -37,872	-52%	-$1.5M	0.03%	561
2026 Q1	$2.6M	Sell	73,108 -4,953	-6%	-$185K	0.06%	336
2025 Q4	$2.98M	Buy	78,061 +5,670	+8%	+$217K	0.07%	285
2025 Q3	$2.73M	Sell	72,391 -3,447	-5%	-$126K	0.07%	297
2025 Q2	$2.68M	Buy	75,838 +509	+0.7%	+$16.7K	0.07%	270
2025 Q1	$2.43M	Buy	75,329 +2,194	+3%	+$73.6K	0.08%	239
2024 Q4	$2.43M	Buy	73,135 +7,130	+11%	+$240K	0.08%	244
2024 Q3	$2.19M	Buy	+66,005	New	+$2.11M	0.08%	254

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

Independent Financial Group's TCAF Position: Q2 2026 in Review

Independent Financial Group reduced its T. Rowe Price Capital Appreciation Equity ETF (TCAF) stake by 52% in Q2 2026, selling an estimated $1.5M and leaving 35,236 shares worth $1.45M. The position accounts for 0.03% of the portfolio, ranked #561.

Independent Financial Group first reported a position in TCAF in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.98M in Q4 2025. 357 funds tracked by Wall St. Rank hold TCAF as of Q2 2026.

Independent Financial Group held 35,236 shares of T. Rowe Price Capital Appreciation Equity ETF worth $1.45M as of Q2 2026.
Independent Financial Group sold 37,872 T. Rowe Price Capital Appreciation Equity ETF shares in Q2 2026, an estimated $1.5M.
T. Rowe Price Capital Appreciation Equity ETF made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #561 holding.
Independent Financial Group first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q3 2024 and has held it in 8 quarters since.
Independent Financial Group's T. Rowe Price Capital Appreciation Equity ETF position peaked at $2.98M in Q4 2025.
357 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.