T Rowe Price Capital (TRAIX) institutional ownership

T ROWE PRICE CAPITAL (APPRECIATION I CLASS) · 13F, 2026Q2

Managers holding3
Shares held309,628
Reported value$11.7m
Quarter flows2 new, 1 added, 0 trimmed, 3 exited

Top 3 holders

ManagerSharesValue% of manager's 13F
KELLEHER FINANCIAL ADVISORS289,435$11.0m1.6%
Wealthspire Advisors, LLC16,860$638,6590.0%
NBT BANK, N.A.3,333$126,2640.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("TRAIX"). TRAIX price history · All 13F data

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