New England Private Wealth Advisors’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History

New England Private Wealth Advisors’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	$325K	Buy	7,966 +66	+0.8%	+$2.61K	0.03%	168
2026 Q1	$281K	Hold	7,900	–	–	0.03%	167
2025 Q4	$302K	Buy	+7,900	New	+$303K	0.04%	153

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

New England Private Wealth Advisors's TCAF Position: Q2 2026 in Review

New England Private Wealth Advisors increased its T. Rowe Price Capital Appreciation Equity ETF (TCAF) stake by 0.84% in Q2 2026, buying an estimated $2.61K and bringing the position to 7,966 shares worth $325K. The position accounts for 0.03% of the portfolio, ranked #168.

New England Private Wealth Advisors first reported a position in TCAF in Q4 2025 and has held it in 3 quarters since. 359 funds tracked by Wall St. Rank hold TCAF as of Q2 2026.

New England Private Wealth Advisors held 7,966 shares of T. Rowe Price Capital Appreciation Equity ETF worth $325K as of Q2 2026.
New England Private Wealth Advisors bought 66 T. Rowe Price Capital Appreciation Equity ETF shares in Q2 2026, an estimated $2.61K.
T. Rowe Price Capital Appreciation Equity ETF made up 0.03% of New England Private Wealth Advisors's portfolio in Q2 2026, its #168 holding.
New England Private Wealth Advisors first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q4 2025 and has held it in 3 quarters since.
359 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.