IFG Advisory, LLC TCAF — T ROWE

Ownership history in IFG Advisory, LLC  ·  7 quarters on record

AI Ownership Summary

IFG Advisory, LLC reported T ROWE (TCAF) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.61% in 2025 Q3. The latest visible filing shows TCAF at 0.57% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TCAF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IFG Advisory, LLC's position in T ROWE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

TCAF was reported at 0.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.61% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TCAF stock page IFG Advisory, LLC fund profile IFG Advisory, LLC full holdings
How IFG Advisory, LLC held TCAF — position size vs. price
% of Fund (quarterly)    TCAF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 344,120 -9,269 -2.6% 0.57% $13.2M 2026-02-14 (Est.) $37.07
2025 Q3 ADDED — — — 353,389 +53,595 +17.9% 0.61% $13.3M 2025-11-12 $38.73
2025 Q2 ADDED — — — 299,794 +250,259 +505.2% 0.53% $10.6M 2025-08-04 $36.36
2025 Q1 ADDED — — — 49,535 +11,098 +28.9% 0.09% $1.6M 2025-05-08 $32.30
2024 Q4 ADDED — — — 38,437 +23,155 +151.5% 0.07% $1.3M 2025-02-14 $34.12
2024 Q3 ADDED — — — 15,282 +3,873 +33.9% 0.03% $508K 2024-10-30 $33.05
2024 Q2 INITIATED — — — 11,409 — — 0.02% $358K 2024-07-30 $31.42

🏢 Other funds also holding TCAF

As of 2026 Q1 — sorted by position size

CPC Advisors, LLC 3Y 10.52% DKM Wealth Management, Inc. 9.83% CORA CAPITAL ADVISORS LLC 3Y 9.22% Advocate Investing Services LLC 8.55% Arcus Capital Partners, LLC 3Y 7Y 6.78% 4J Wealth Management LLC 3Y 5.47% CERTIOR FINANCIAL GROUP, LLC 5.44% Carson Advisory Inc. 3Y 4.05% V2 Financial group LLC 3.24% MTM Investment Management, LLC 3Y 3.22%

FAQ About IFG Advisory, LLC and TCAF

These are the practical questions this page is built to answer before you even open the full history table.

How long has IFG Advisory, LLC reported owning TCAF?

IFG Advisory, LLC reported TCAF across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported TCAF position in IFG Advisory, LLC's portfolio?

The largest reported portfolio weight for TCAF was 0.61% in 2025 Q3.

What is the latest reported TCAF position on this page?

The most recent filing on this page is 2025 Q4, when IFG Advisory, LLC reported 344,120 shares, equal to 0.57% of portfolio, with an estimated market value of $13.2M.

What does the chart on this TCAF ownership page compare?

The chart compares IFG Advisory, LLC's quarterly TCAF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did IFG Advisory, LLC time their TCAF position?

Based on 13F filing dates vs. subsequent TCAF price moves, IFG Advisory, LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on TCAF relative to SPY over the holding period was -5.2%.

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