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Sax Wealth Advisors’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History

Sax Wealth 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 		$260K Buy
7,304
+2,004
+38% +$79.2K 0.01% 472
2026
Q1 		$203K Hold
5,300
– – 0.01% 468
2025
Q4 		$203K Buy
+5,300
New +$203K 0.01% 474

Other funds holding TCAF

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
CFG
Certior Financial Group King Of Prussia, Pennsylvania $183M AUM 14.84% 1-Year Est. Return
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

Sax Wealth Advisors's TCAF Position: Q2 2026 in Review

Sax Wealth Advisors increased its T. Rowe Price Capital Appreciation Equity ETF (TCAF) stake by 38% in Q2 2026, buying an estimated $79.2K and bringing the position to 7,304 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #472.

Sax Wealth Advisors first reported a position in TCAF in Q4 2025 and has held it in 3 quarters since. 67 funds tracked by Wall St. Rank hold TCAF as of Q2 2026.

  • Sax Wealth Advisors held 7,304 shares of T. Rowe Price Capital Appreciation Equity ETF worth $260K as of Q2 2026.
  • Sax Wealth Advisors bought 2,004 T. Rowe Price Capital Appreciation Equity ETF shares in Q2 2026, an estimated $79.2K.
  • T. Rowe Price Capital Appreciation Equity ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #472 holding.
  • Sax Wealth Advisors first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 67 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.