Jim Simons’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History

Jim Simons’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 Q1	–	Sell	-15,900	Closed	-$608K	–	3681
2025 Q4	$608K	Sell	15,900 -33,600	-68%	-$1.29M	﹤0.01%	2502
2025 Q3	$1.87M	Buy	49,500 +16,300	+49%	+$596K	﹤0.01%	2123
2025 Q2	$1.17M	Buy	+33,200	New	+$1.09M	﹤0.01%	2422
2025 Q1	–	Sell	-93,900	Closed	-$3.12M	–	3829
2024 Q4	$3.12M	Sell	93,900 -49,900	-35%	-$1.68M	﹤0.01%	1747
2024 Q3	$4.78M	Sell	143,800 -25,333	-15%	-$812K	0.01%	1466
2024 Q2	$5.31M	Sell	169,133 -57,567	-25%	-$1.75M	0.01%	1256
2024 Q1	$6.85M	Buy	226,700 +162,850	+255%	+$4.7M	0.01%	1211
2023 Q4	$1.76M	Buy	+63,850	New	+$1.65M	﹤0.01%	2031

Other funds holding TCAF

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jim Simons's TCAF Position: Q1 2026 in Review

Jim Simons sold out of T. Rowe Price Capital Appreciation Equity ETF (TCAF) in Q1 2026, closing a stake of 15,900 shares — an estimated $608K sold.

Jim Simons first reported a position in TCAF in Q4 2023 and held it in 8 quarters. The position peaked at $6.85M in Q1 2024. 330 funds tracked by Wall St. Rank hold TCAF as of Q1 2026.

Jim Simons reported no remaining T. Rowe Price Capital Appreciation Equity ETF position as of Q1 2026 after selling out during the quarter.
Jim Simons sold 15,900 T. Rowe Price Capital Appreciation Equity ETF shares in Q1 2026, an estimated $608K.
Jim Simons first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q4 2023 and held it in 8 quarters.
Jim Simons's T. Rowe Price Capital Appreciation Equity ETF position peaked at $6.85M in Q1 2024.
330 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.