Pacific Capital Wealth Advisors’s Towle Small-Cap Value ETF TCV Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio TCV Stock Details TCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$210K	Buy	+6,556	New	+$201K	0.03%	88

Other funds holding TCV

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

Towle & Co Denver, Colorado $295M AUM 95.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $3.58B AUM 45.67% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

ACS

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

Pacific Capital Wealth Advisors's TCV Position: Q2 2026 in Review

Pacific Capital Wealth Advisors opened a new position in Towle Small-Cap Value ETF (TCV) in Q2 2026: 6,556 shares worth $210K. The stake represents 0.03% of the portfolio and ranks #88 among its holdings.

17 funds tracked by Wall St. Rank hold TCV as of Q2 2026.

Pacific Capital Wealth Advisors held 6,556 shares of Towle Small-Cap Value ETF worth $210K as of Q2 2026.
Towle Small-Cap Value ETF was a new Pacific Capital Wealth Advisors position in Q2 2026.
Towle Small-Cap Value ETF made up 0.03% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #88 holding.
17 funds tracked by Wall St. Rank held Towle Small-Cap Value ETF as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.