Planning Strategies
TCAF icon

Planning Strategies’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History

Planning Strategies’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 		$6.27M Buy
148,272
+11,512
+8% +$485K 3.71% 5
2026
Q2 		$5.62M Buy
+136,760
New +$5.41M 3.51% 5

Other funds holding TCAF

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Planning Strategies's TCAF Position: Q3 2026 in Review

Planning Strategies increased its T. Rowe Price Capital Appreciation Equity ETF (TCAF) stake by 8.4% in Q3 2026, buying an estimated $485K and bringing the position to 148,272 shares worth $6.27M. The position accounts for 3.71% of the portfolio, ranked #5.

Planning Strategies first reported a position in TCAF in Q2 2026 and has held it in 2 quarters since. 326 funds tracked by Wall St. Rank hold TCAF as of Q3 2026.

  • Planning Strategies held 148,272 shares of T. Rowe Price Capital Appreciation Equity ETF worth $6.27M as of Q3 2026.
  • Planning Strategies bought 11,512 T. Rowe Price Capital Appreciation Equity ETF shares in Q3 2026, an estimated $485K.
  • T. Rowe Price Capital Appreciation Equity ETF made up 3.71% of Planning Strategies's portfolio in Q3 2026, its #5 holding.
  • Planning Strategies first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • 326 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.