Root Financial Partners
TCAF icon

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

Root 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 		$61.2K Buy
+1,447
New +$61K ﹤0.01% 977
2026
Q2 		– Sell
-1,276
Closed -$45.4K – 2874
2026
Q1 		$45.4K Sell
1,276
-115
-8% -$4.3K ﹤0.01% 913
2025
Q4 		$53.2K Hold
1,391
– – ﹤0.01% 684
2025
Q3 		$52.4K Buy
+1,391
New +$50.9K ﹤0.01% 653

Other funds holding TCAF

LPL Financial
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JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

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

Root Financial Partners opened a new position in T. Rowe Price Capital Appreciation Equity ETF (TCAF) in Q3 2026: 1,447 shares worth $61.2K. The stake represents ﹤0.01% of the portfolio and ranks #977 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TCAF as recently as Q1 2026.

Root Financial Partners first reported a position in TCAF in Q3 2025 and has held it in 4 quarters since. 326 funds tracked by Wall St. Rank hold TCAF as of Q3 2026.

  • Root Financial Partners held 1,447 shares of T. Rowe Price Capital Appreciation Equity ETF worth $61.2K as of Q3 2026.
  • T. Rowe Price Capital Appreciation Equity ETF was a new Root Financial Partners position in Q3 2026.
  • T. Rowe Price Capital Appreciation Equity ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #977 holding.
  • Root Financial Partners first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 326 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.