LongView Wealth Management’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History

LongView Wealth Management’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	–	Sell	-6,700	Closed	-$256K	–	252
2026 Q1	$256K	Sell	6,700 -16,100	-71%	-$603K	0.06%	213
2025 Q4	$883K	Hold	22,800	–	–	0.21%	97
2025 Q3	$860K	Hold	22,800	–	–	0.23%	89
2025 Q2	$804K	Buy	22,800 +3,000	+15%	+$98.4K	0.24%	85
2025 Q1	$639K	Buy	+19,800	New	+$664K	0.19%	99

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

LongView Wealth Management's TCAF Position: Q2 2026 in Review

LongView Wealth Management sold out of T. Rowe Price Capital Appreciation Equity ETF (TCAF) in Q2 2026, closing a stake of 6,700 shares — an estimated $256K sold.

LongView Wealth Management first reported a position in TCAF in Q1 2025 and held it in 5 quarters. The position peaked at $883K in Q4 2025. 357 funds tracked by Wall St. Rank hold TCAF as of Q2 2026.

LongView Wealth Management reported no remaining T. Rowe Price Capital Appreciation Equity ETF position as of Q2 2026 after selling out during the quarter.
LongView Wealth Management sold 6,700 T. Rowe Price Capital Appreciation Equity ETF shares in Q2 2026, an estimated $256K.
LongView Wealth Management first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q1 2025 and held it in 5 quarters.
LongView Wealth Management's T. Rowe Price Capital Appreciation Equity ETF position peaked at $883K in Q4 2025.
357 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.