PFGIA
TCAL

Patriot Financial Group Insurance Agency’s T. Rowe Price Capital Appreciation Premium Income ETF TCAL Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio TCAL Stock Details TCAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-9,858
Closed -$220K – 721
2026
Q1 		$220K Buy
+9,858
New +$231K 0.01% 642

Other funds holding TCAL

WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
SFG
SageGuard Financial Group Goodlettsville, Tennessee $712M AUM
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM

Patriot Financial Group Insurance Agency's TCAL Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) in Q2 2026, closing a stake of 9,858 shares — an estimated $220K sold.

Patriot Financial Group Insurance Agency first reported a position in TCAL in Q1 2026 and held it in 1 quarter. The position peaked at $220K in Q1 2026. 29 funds tracked by Wall St. Rank hold TCAL as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining T. Rowe Price Capital Appreciation Premium Income ETF position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 9,858 T. Rowe Price Capital Appreciation Premium Income ETF shares in Q2 2026, an estimated $220K.
  • Patriot Financial Group Insurance Agency first reported a position in T. Rowe Price Capital Appreciation Premium Income ETF in Q1 2026 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's T. Rowe Price Capital Appreciation Premium Income ETF position peaked at $220K in Q1 2026.
  • 29 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Premium Income ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.