Nations Financial Group’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History

Nations Financial Group’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	$10.9M	Buy	265,218 +5,322	+2%	+$210K	0.52%	39
2026 Q1	$9.25M	Buy	259,896 +6,661	+3%	+$249K	0.48%	42
2025 Q4	$9.68M	Buy	253,235 +3,997	+2%	+$153K	0.51%	36
2025 Q3	$9.4M	Buy	249,238 +10,472	+4%	+$383K	0.59%	32
2025 Q2	$8.42M	Buy	238,766 +230	+0.1%	+$7.54K	0.58%	33
2025 Q1	$7.7M	Buy	238,536 +9,787	+4%	+$328K	0.59%	35
2024 Q4	$7.61M	Buy	+228,749	New	+$7.71M	0.56%	35

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

Nations Financial Group's TCAF Position: Q2 2026 in Review

Nations Financial Group increased its T. Rowe Price Capital Appreciation Equity ETF (TCAF) stake by 2% in Q2 2026, buying an estimated $210K and bringing the position to 265,218 shares worth $10.9M. The position accounts for 0.52% of the portfolio, ranked #39.

Nations Financial Group first reported a position in TCAF in Q4 2024 and has held it in 7 quarters since. 359 funds tracked by Wall St. Rank hold TCAF as of Q2 2026.

Nations Financial Group held 265,218 shares of T. Rowe Price Capital Appreciation Equity ETF worth $10.9M as of Q2 2026.
Nations Financial Group bought 5,322 T. Rowe Price Capital Appreciation Equity ETF shares in Q2 2026, an estimated $210K.
T. Rowe Price Capital Appreciation Equity ETF made up 0.52% of Nations Financial Group's portfolio in Q2 2026, its #39 holding.
Nations Financial Group first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q4 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 Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.