Sard Wealth Management Group
TCAF icon

Sard Wealth Management Group’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History

Sard Wealth Management 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
Q3 		$2.85M Buy
67,441
+1,822
+3% +$76.8K 1.14% 14
2026
Q2 		$2.7M Buy
65,619
+1,408
+2% +$55.6K 1.29% 13
2026
Q1 		$2.29M Buy
64,211
+126
+0.2% +$4.72K 1.24% 14
2025
Q4 		$2.45M Buy
64,085
+1,703
+3% +$65.2K 1.34% 14
2025
Q3 		$2.35M Buy
62,382
+4,476
+8% +$164K 1.34% 14
2025
Q2 		$2.04M Buy
57,906
+4,996
+9% +$164K 1.26% 14
2025
Q1 		$1.71M Buy
52,910
+6,668
+14% +$224K 1.14% 14
2024
Q4 		$1.54M Buy
46,242
+2,883
+7% +$97.2K 1.03% 15
2024
Q3 		$1.44M Buy
43,359
+4,176
+11% +$134K 0.95% 15
2024
Q2 		$1.23M Buy
39,183
+3,112
+9% +$94.3K 0.86% 16
2024
Q1 		$1.09M Buy
36,071
+2,265
+7% +$65.3K 0.99% 16
2023
Q4 		$934K Buy
+33,806
New +$876K 0.94% 17

Other funds holding TCAF

Consolidated Planning Corp
Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
McCarthy Asset Management
McCarthy Asset Management Redwood Shores, California $209M AUM
ARS Wealth Advisors Group
ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return
Harfst & Associates
Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return
DKM Wealth Management
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return
James T. Borello RIA
James T. Borello RIA East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Sard Wealth Management Group's TCAF Position: Q3 2026 in Review

Sard Wealth Management Group increased its T. Rowe Price Capital Appreciation Equity ETF (TCAF) stake by 2.8% in Q3 2026, buying an estimated $76.8K and bringing the position to 67,441 shares worth $2.85M. The position accounts for 1.14% of the portfolio, ranked #14.

Sard Wealth Management Group first reported a position in TCAF in Q4 2023 and has held it in 12 quarters since. 104 funds tracked by Wall St. Rank hold TCAF as of Q3 2026.

  • Sard Wealth Management Group held 67,441 shares of T. Rowe Price Capital Appreciation Equity ETF worth $2.85M as of Q3 2026.
  • Sard Wealth Management Group bought 1,822 T. Rowe Price Capital Appreciation Equity ETF shares in Q3 2026, an estimated $76.8K.
  • T. Rowe Price Capital Appreciation Equity ETF made up 1.14% of Sard Wealth Management Group's portfolio in Q3 2026, its #14 holding.
  • Sard Wealth Management Group first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q4 2023 and has held it in 12 quarters since.
  • 104 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q3 2026.

Based on Sard Wealth Management Group's 13F filing for Q3 2026, filed 16 Oct 2026.