Raymond James Financial
TCAL

Raymond James Financial’s T. Rowe Price Capital Appreciation Premium Income ETF TCAL Stock Holding History

Raymond James Financial’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 		$5.05M Buy
227,595
+42,204
+23% +$944K ﹤0.01% 2722
2026
Q1 		$4.14M Buy
185,391
+172,401
+1,327% +$4.05M ﹤0.01% 2741
2025
Q4 		$306K Buy
+12,990
New +$312K ﹤0.01% 4560

Other funds holding TCAL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
CFG
CMC Financial Group Atlanta, Georgia $51.6M AUM 46.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
NCM
NCM Capital Management Ramsey, New Jersey $324M AUM 36.2% 1-Year Est. Return

Raymond James Financial's TCAL Position: Q2 2026 in Review

Raymond James Financial increased its T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) stake by 23% in Q2 2026, buying an estimated $944K and bringing the position to 227,595 shares worth $5.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2722.

Raymond James Financial first reported a position in TCAL in Q4 2025 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold TCAL as of Q2 2026.

  • Raymond James Financial held 227,595 shares of T. Rowe Price Capital Appreciation Premium Income ETF worth $5.05M as of Q2 2026.
  • Raymond James Financial bought 42,204 T. Rowe Price Capital Appreciation Premium Income ETF shares in Q2 2026, an estimated $944K.
  • T. Rowe Price Capital Appreciation Premium Income ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2722 holding.
  • Raymond James Financial first reported a position in T. Rowe Price Capital Appreciation Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 70 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Premium Income ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.