TRAIX — T. Rowe Price Capital Appreciation I Institutional Holders · Q2 2026
Who owns T. Rowe Price Capital Appreciation I (TRAIX)? 6 institutions reported holding $11.73M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Kelleher Financial Advisors ($11.0M), Wealthspire Advisors, LLC ($638,659), Nbt Bank N A ($126,264).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | KELLEHER FINANCIAL ADVISORS | $11.0M | 289,435 | Added |
| 2 | Wealthspire Advisors, LLC | $638,659 | 16,860 | New |
| 3 | NBT BANK N A /NY | $126,264 | 3,333 | New |
| 4 | Arvest Bank Trust Division | $0 | 0 | Exited |
| 5 | Fairfield Financial Advisors, LTD | $0 | 0 | Exited |
| 6 | Garton & Associates Financial Advisors LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30