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
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 $377B AUM 19.32% 1-Year Est. Return
CFG
CMC Financial Group Atlanta, Georgia $51M AUM 33.59% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial's TCAL Position: Q1 2026 in Review

Stifel Financial increased its T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) stake by 10% in Q1 2026, buying an estimated $442K and bringing the position to 199,340 shares worth $4.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

Stifel Financial first reported a position in TCAL in Q2 2025 and has held it in 4 quarters since. 63 funds tracked by Wall St. Rank hold TCAL as of Q1 2026.

  • Stifel Financial held 199,340 shares of T. Rowe Price Capital Appreciation Premium Income ETF worth $4.46M as of Q1 2026.
  • Stifel Financial bought 18,845 T. Rowe Price Capital Appreciation Premium Income ETF shares in Q1 2026, an estimated $442K.
  • T. Rowe Price Capital Appreciation Premium Income ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1413 holding.
  • Stifel Financial first reported a position in T. Rowe Price Capital Appreciation Premium Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 63 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Premium Income ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.