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Plante Moran Financial Advisors’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History

Plante Moran Financial 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
2025
Q2 		– Sell
-1,707
Closed -$55.1K – 852
2025
Q1 		$55.1K Buy
+1,707
New +$57.2K ﹤0.01% 320

Other funds holding TCAF

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Plante Moran Financial Advisors's TCAF Position: Q2 2025 in Review

Plante Moran Financial Advisors sold out of T. Rowe Price Capital Appreciation Equity ETF (TCAF) in Q2 2025, closing a stake of 1,707 shares — an estimated $55.1K sold.

Plante Moran Financial Advisors first reported a position in TCAF in Q1 2025 and held it in 1 quarter. The position peaked at $55.1K in Q1 2025. 277 funds tracked by Wall St. Rank hold TCAF as of Q2 2025.

  • Plante Moran Financial Advisors reported no remaining T. Rowe Price Capital Appreciation Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,707 T. Rowe Price Capital Appreciation Equity ETF shares in Q2 2025, an estimated $55.1K.
  • Plante Moran Financial Advisors first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q1 2025 and held it in 1 quarter.
  • Plante Moran Financial Advisors's T. Rowe Price Capital Appreciation Equity ETF position peaked at $55.1K in Q1 2025.
  • 277 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q2 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.