Meridian Wealth Management
TCAF icon

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

Meridian 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
Q3 		$238K Buy
5,621
+10
+0.2% +$421 0.01% 708
2026
Q2 		$231K Sell
5,611
-1,250
-18% -$49.4K 0.01% 752
2026
Q1 		$244K Buy
6,861
+1,133
+20% +$42.4K 0.01% 699
2025
Q4 		$219K Buy
5,728
+330
+6% +$12.6K 0.01% 700
2025
Q3 		$204K Buy
+5,398
New +$197K 0.01% 683

Other funds holding TCAF

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IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Consolidated Planning Corp
Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mesirow Financial Investment Management
Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Level Four Advisory Services
Level Four Advisory Services Dallas, Texas $3.46B AUM 29.55% 1-Year Est. Return

Meridian Wealth Management's TCAF Position: Q3 2026 in Review

Meridian Wealth Management increased its T. Rowe Price Capital Appreciation Equity ETF (TCAF) stake by 0.18% in Q3 2026, buying an estimated $421 and bringing the position to 5,621 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #708.

Meridian Wealth Management first reported a position in TCAF in Q3 2025 and has held it in 5 quarters since. The position peaked at $244K in Q1 2026. 208 funds tracked by Wall St. Rank hold TCAF as of Q3 2026.

  • Meridian Wealth Management held 5,621 shares of T. Rowe Price Capital Appreciation Equity ETF worth $238K as of Q3 2026.
  • Meridian Wealth Management bought 10 T. Rowe Price Capital Appreciation Equity ETF shares in Q3 2026, an estimated $421.
  • T. Rowe Price Capital Appreciation Equity ETF made up 0.01% of Meridian Wealth Management's portfolio in Q3 2026, its #708 holding.
  • Meridian Wealth Management first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q3 2025 and has held it in 5 quarters since.
  • Meridian Wealth Management's T. Rowe Price Capital Appreciation Equity ETF position peaked at $244K in Q1 2026.
  • 208 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q3 2026.

Based on Meridian Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.