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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
Q2 		$600K Buy
+14,590
New +$577K 0.08% 110

Other funds holding TCAF

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Summit Financial Wealth Advisors's TCAF Position: Q2 2026 in Review

Summit Financial Wealth Advisors opened a new position in T. Rowe Price Capital Appreciation Equity ETF (TCAF) in Q2 2026: 14,590 shares worth $600K. The stake represents 0.08% of the portfolio and ranks #110 among its holdings.

49 funds tracked by Wall St. Rank hold TCAF as of Q2 2026.

  • Summit Financial Wealth Advisors held 14,590 shares of T. Rowe Price Capital Appreciation Equity ETF worth $600K as of Q2 2026.
  • T. Rowe Price Capital Appreciation Equity ETF was a new Summit Financial Wealth Advisors position in Q2 2026.
  • T. Rowe Price Capital Appreciation Equity ETF made up 0.08% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #110 holding.
  • 49 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.