Summit Financial Wealth Advisors
TCAF icon

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

Summit Financial 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
Q3 		$617K Hold
14,590
– – 0.08% 110
2026
Q2 		$600K Buy
+14,590
New +$577K 0.08% 110

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Creative Planning
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Wealth Enhancement Advisory Services
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Summit Financial Wealth Advisors's TCAF Position: Q3 2026 in Review

Summit Financial Wealth Advisors held its T. Rowe Price Capital Appreciation Equity ETF (TCAF) position steady in Q3 2026 at 14,590 shares worth $617K. The position accounts for 0.08% of the portfolio, ranked #110.

Summit Financial Wealth Advisors first reported a position in TCAF in Q2 2026 and has held it in 2 quarters since. 208 funds tracked by Wall St. Rank hold TCAF as of Q3 2026.

  • Summit Financial Wealth Advisors held 14,590 shares of T. Rowe Price Capital Appreciation Equity ETF worth $617K as of Q3 2026.
  • Summit Financial Wealth Advisors left its T. Rowe Price Capital Appreciation Equity ETF share count unchanged in Q3 2026.
  • T. Rowe Price Capital Appreciation Equity ETF made up 0.08% of Summit Financial Wealth Advisors's portfolio in Q3 2026, its #110 holding.
  • Summit Financial Wealth Advisors first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • 208 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q3 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.