Quantum Financial Partners’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History

Quantum Financial Partners’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	$1.99M	Sell	47,130 -12,019	-20%	-$506K	1.03%	25
2026 Q2	$2.43M	Buy	+59,149	New	+$2.34M	1.24%	20

Other funds holding TCAF

Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

McCarthy Asset Management Redwood Shores, California $209M AUM

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return

DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

James T. Borello RIA East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Quantum Financial Partners's TCAF Position: Q3 2026 in Review

Quantum Financial Partners reduced its T. Rowe Price Capital Appreciation Equity ETF (TCAF) stake by 20% in Q3 2026, selling an estimated $506K and leaving 47,130 shares worth $1.99M. The position accounts for 1.03% of the portfolio, ranked #25.

Quantum Financial Partners first reported a position in TCAF in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.43M in Q2 2026. 81 funds tracked by Wall St. Rank hold TCAF as of Q3 2026.

Quantum Financial Partners held 47,130 shares of T. Rowe Price Capital Appreciation Equity ETF worth $1.99M as of Q3 2026.
Quantum Financial Partners sold 12,019 T. Rowe Price Capital Appreciation Equity ETF shares in Q3 2026, an estimated $506K.
T. Rowe Price Capital Appreciation Equity ETF made up 1.03% of Quantum Financial Partners's portfolio in Q3 2026, its #25 holding.
Quantum Financial Partners first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q2 2026 and has held it in 2 quarters since.
Quantum Financial Partners's T. Rowe Price Capital Appreciation Equity ETF position peaked at $2.43M in Q2 2026.
81 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.