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Legacy Investment Solutions’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$23.9K Buy
+677
New +$22.2K 0.01% 222
2024
Q4 		$23K Hold
677
– – 0.01% 200
2024
Q3 		$23.2K Buy
+677
New +$21.7K 0.01% 199

Other funds holding TCAF

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Legacy Investment Solutions's TCAF Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in T. Rowe Price Capital Appreciation Equity ETF (TCAF) in Q2 2025: 677 shares worth $23.9K. The stake represents 0.01% of the portfolio and ranks #222 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in TCAF as recently as Q4 2024.

Legacy Investment Solutions first reported a position in TCAF in Q3 2024 and has held it in 3 quarters since. 277 funds tracked by Wall St. Rank hold TCAF as of Q2 2025.

  • Legacy Investment Solutions held 677 shares of T. Rowe Price Capital Appreciation Equity ETF worth $23.9K as of Q2 2025.
  • T. Rowe Price Capital Appreciation Equity ETF was a new Legacy Investment Solutions position in Q2 2025.
  • T. Rowe Price Capital Appreciation Equity ETF made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #222 holding.
  • Legacy Investment Solutions first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q3 2024 and has held it in 3 quarters since.
  • 277 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.