SageView Advisory Group’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History

SageView Advisory Group’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	$793K	Hold	19,305	–	–	0.03%	278
2026 Q1	$687K	Sell	19,305 -466,591	-96%	-$17.5M	0.03%	286
2025 Q4	$18.6M	Sell	485,896 -12,358	-2%	-$473K	0.63%	18
2025 Q3	$18.8M	Buy	+498,254	New	+$18.2M	0.65%	17

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

SageView Advisory Group's TCAF Position: Q2 2026 in Review

SageView Advisory Group held its T. Rowe Price Capital Appreciation Equity ETF (TCAF) position steady in Q2 2026 at 19,305 shares worth $793K. The position accounts for 0.03% of the portfolio, ranked #278.

SageView Advisory Group first reported a position in TCAF in Q3 2025 and has held it in 4 quarters since. The position peaked at $18.8M in Q3 2025. 358 funds tracked by Wall St. Rank hold TCAF as of Q2 2026.

SageView Advisory Group held 19,305 shares of T. Rowe Price Capital Appreciation Equity ETF worth $793K as of Q2 2026.
SageView Advisory Group left its T. Rowe Price Capital Appreciation Equity ETF share count unchanged in Q2 2026.
T. Rowe Price Capital Appreciation Equity ETF made up 0.03% of SageView Advisory Group's portfolio in Q2 2026, its #278 holding.
SageView Advisory Group first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q3 2025 and has held it in 4 quarters since.
SageView Advisory Group's T. Rowe Price Capital Appreciation Equity ETF position peaked at $18.8M in Q3 2025.
358 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.