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 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sugar Maple Asset Management's TCAF Position: Q1 2026 in Review

Sugar Maple Asset Management reduced its T. Rowe Price Capital Appreciation Equity ETF (TCAF) stake by 66% in Q1 2026, selling an estimated $2.82M and leaving 39,047 shares worth $1.39M. The position accounts for 0.84% of the portfolio, ranked #26.

Sugar Maple Asset Management first reported a position in TCAF in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.38M in Q4 2025. 329 funds tracked by Wall St. Rank hold TCAF as of Q1 2026.

Sugar Maple Asset Management held 39,047 shares of T. Rowe Price Capital Appreciation Equity ETF worth $1.39M as of Q1 2026.
Sugar Maple Asset Management sold 75,467 T. Rowe Price Capital Appreciation Equity ETF shares in Q1 2026, an estimated $2.82M.
T. Rowe Price Capital Appreciation Equity ETF made up 0.84% of Sugar Maple Asset Management's portfolio in Q1 2026, its #26 holding.
Sugar Maple Asset Management first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q1 2025 and has held it in 5 quarters since.
Sugar Maple Asset Management's T. Rowe Price Capital Appreciation Equity ETF position peaked at $4.38M in Q4 2025.
329 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q1 2026.

Based on Sugar Maple Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.