Stifel Financial
TCAL

Stifel Financial’s T. Rowe Price Capital Appreciation Premium Income ETF TCAL Stock Holding History

Stifel Financial’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 		$247K Sell
11,131
-188,209
-94% -$4.21M ﹤0.01% 3392
2026
Q1 		$4.46M Buy
199,340
+18,845
+10% +$442K ﹤0.01% 1413
2025
Q4 		$4.25M Buy
180,495
+165,612
+1,113% +$3.98M ﹤0.01% 1423
2025
Q3 		$363K Sell
14,883
-75,331
-84% -$1.85M ﹤0.01% 3000
2025
Q2 		$2.23M Buy
+90,214
New +$2.22M ﹤0.01% 1767

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

Stifel Financial's TCAL Position: Q2 2026 in Review

Stifel Financial reduced its T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) stake by 94% in Q2 2026, selling an estimated $4.21M and leaving 11,131 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #3392.

Stifel Financial first reported a position in TCAL in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.46M in Q1 2026. 70 funds tracked by Wall St. Rank hold TCAL as of Q2 2026.

  • Stifel Financial held 11,131 shares of T. Rowe Price Capital Appreciation Premium Income ETF worth $247K as of Q2 2026.
  • Stifel Financial sold 188,209 T. Rowe Price Capital Appreciation Premium Income ETF shares in Q2 2026, an estimated $4.21M.
  • T. Rowe Price Capital Appreciation Premium Income ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3392 holding.
  • Stifel Financial first reported a position in T. Rowe Price Capital Appreciation Premium Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Stifel Financial's T. Rowe Price Capital Appreciation Premium Income ETF position peaked at $4.46M in Q1 2026.
  • 70 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Premium Income ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.