Legacy Capital Wealth Partners’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History

Legacy Capital Wealth Partners’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	$2.72M	Buy	66,255 +6,245	+10%	+$247K	0.52%	33
2026 Q1	$2.14M	Buy	60,010 +10,749	+22%	+$402K	0.44%	38
2025 Q4	$1.88M	Sell	49,261 -1,308	-3%	-$50.1K	0.4%	40
2025 Q3	$1.91M	Buy	50,569 +1,982	+4%	+$72.5K	0.41%	40
2025 Q2	$1.71M	Sell	48,587 -1,073	-2%	-$35.2K	0.39%	43
2025 Q1	$1.6M	Buy	+49,660	New	+$1.66M	0.39%	42
2024 Q3	–	Sell	-7,653	Closed	-$240K	–	375
2024 Q2	$240K	Buy	+7,653	New	+$232K	0.06%	268

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

Legacy Capital Wealth Partners's TCAF Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its T. Rowe Price Capital Appreciation Equity ETF (TCAF) stake by 10% in Q2 2026, buying an estimated $247K and bringing the position to 66,255 shares worth $2.72M. The position accounts for 0.52% of the portfolio, ranked #33.

Legacy Capital Wealth Partners first reported a position in TCAF in Q2 2024 and has held it in 7 quarters since. 359 funds tracked by Wall St. Rank hold TCAF as of Q2 2026.

Legacy Capital Wealth Partners held 66,255 shares of T. Rowe Price Capital Appreciation Equity ETF worth $2.72M as of Q2 2026.
Legacy Capital Wealth Partners bought 6,245 T. Rowe Price Capital Appreciation Equity ETF shares in Q2 2026, an estimated $247K.
T. Rowe Price Capital Appreciation Equity ETF made up 0.52% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #33 holding.
Legacy Capital Wealth Partners first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q2 2024 and has held it in 7 quarters since.
359 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.