Regal Investment Advisors’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History

Regal Investment 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
2026 Q2	$2.02M	Buy	49,195 +824	+2%	+$32.6K	0.11%	211
2026 Q1	$1.72M	Sell	48,371 -1,245	-3%	-$46.6K	0.1%	215
2025 Q4	$1.9M	Buy	49,616 +8	+0%	+$306	0.11%	197
2025 Q3	$1.87M	Hold	49,608	–	–	0.12%	187
2025 Q2	$1.75M	Buy	49,608 +4,611	+10%	+$151K	0.13%	168
2025 Q1	$1.45M	Buy	44,997 +13,670	+44%	+$458K	0.12%	178
2024 Q4	$1.04M	Buy	31,327 +12,096	+63%	+$408K	0.08%	219
2024 Q3	$639K	Buy	19,231 +12,274	+176%	+$393K	0.04%	307
2024 Q2	$219K	Buy	+6,957	New	+$211K	0.01%	531

Other funds holding TCAF

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Regal Investment Advisors's TCAF Position: Q2 2026 in Review

Regal Investment Advisors increased its T. Rowe Price Capital Appreciation Equity ETF (TCAF) stake by 1.7% in Q2 2026, buying an estimated $32.6K and bringing the position to 49,195 shares worth $2.02M. The position accounts for 0.11% of the portfolio, ranked #211.

Regal Investment Advisors first reported a position in TCAF in Q2 2024 and has held it in 9 quarters since. 357 funds tracked by Wall St. Rank hold TCAF as of Q2 2026.

Regal Investment Advisors held 49,195 shares of T. Rowe Price Capital Appreciation Equity ETF worth $2.02M as of Q2 2026.
Regal Investment Advisors bought 824 T. Rowe Price Capital Appreciation Equity ETF shares in Q2 2026, an estimated $32.6K.
T. Rowe Price Capital Appreciation Equity ETF made up 0.11% of Regal Investment Advisors's portfolio in Q2 2026, its #211 holding.
Regal Investment Advisors first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q2 2024 and has held it in 9 quarters since.
357 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.