Sugar Maple Asset Management’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History

Sugar Maple Asset Management’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	–	Sell	-35,994	Closed	-$1.48M	–	95
2026 Q2	$1.48M	Sell	35,994 -3,053	-8%	-$121K	0.95%	25
2026 Q1	$1.39M	Sell	39,047 -75,467	-66%	-$2.82M	0.84%	26
2025 Q4	$4.38M	Buy	114,514 +19,435	+20%	+$744K	2.94%	9
2025 Q3	$3.58M	Sell	95,079 -3,980	-4%	-$146K	2.56%	10
2025 Q2	$3.49M	Buy	99,059 +30,789	+45%	+$1.01M	2.72%	11
2025 Q1	$2.2M	Buy	+68,270	New	+$2.29M	1.73%	16

Other funds holding TCAF

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

MAM

McCarthy Asset Management Redwood Shores, California $209M AUM

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return

DWM

DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

JTBR

James T. Borello RIA East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Sugar Maple Asset Management's TCAF Position: Q3 2026 in Review

Sugar Maple Asset Management sold out of T. Rowe Price Capital Appreciation Equity ETF (TCAF) in Q3 2026, closing a stake of 35,994 shares — an estimated $1.48M sold.

Sugar Maple Asset Management first reported a position in TCAF in Q1 2025 and held it in 6 quarters. The position peaked at $4.38M in Q4 2025. 75 funds tracked by Wall St. Rank hold TCAF as of Q3 2026.

Sugar Maple Asset Management reported no remaining T. Rowe Price Capital Appreciation Equity ETF position as of Q3 2026 after selling out during the quarter.
Sugar Maple Asset Management sold 35,994 T. Rowe Price Capital Appreciation Equity ETF shares in Q3 2026, an estimated $1.48M.
Sugar Maple Asset Management first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q1 2025 and held it in 6 quarters.
Sugar Maple Asset Management's T. Rowe Price Capital Appreciation Equity ETF position peaked at $4.38M in Q4 2025.
75 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q3 2026.

Based on Sugar Maple Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.