Rockefeller Capital Management
TCAL

Rockefeller Capital Management’s T. Rowe Price Capital Appreciation Premium Income ETF TCAL Stock Holding History

Rockefeller Capital Management’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 		$1.76M Buy
79,078
+5,040
+7% +$113K ﹤0.01% 1448
2026
Q1 		$1.65M Buy
74,038
+19,189
+35% +$450K ﹤0.01% 1390
2025
Q4 		$1.29M Buy
54,849
+18,554
+51% +$446K ﹤0.01% 1445
2025
Q3 		$885K Buy
+36,295
New +$894K ﹤0.01% 1476

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Rockefeller Capital Management's TCAL Position: Q2 2026 in Review

Rockefeller Capital Management increased its T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) stake by 6.8% in Q2 2026, buying an estimated $113K and bringing the position to 79,078 shares worth $1.76M. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

Rockefeller Capital Management first reported a position in TCAL in Q3 2025 and has held it in 4 quarters since. 70 funds tracked by Wall St. Rank hold TCAL as of Q2 2026.

  • Rockefeller Capital Management held 79,078 shares of T. Rowe Price Capital Appreciation Premium Income ETF worth $1.76M as of Q2 2026.
  • Rockefeller Capital Management bought 5,040 T. Rowe Price Capital Appreciation Premium Income ETF shares in Q2 2026, an estimated $113K.
  • T. Rowe Price Capital Appreciation Premium Income ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1448 holding.
  • Rockefeller Capital Management first reported a position in T. Rowe Price Capital Appreciation Premium Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 70 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Premium Income ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.