4 institutions reported holding $23.5M of T ROWE PRICE CAPITAL APPRECIATION I (TRAIX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Fairfield Financial Advisors, LTD ($14.9M), KELLEHER FINANCIAL ADVISORS ($5.3M), Garton & Associates Financial Advisors LLC ($3.0M), Arvest Bank Trust Division ($213,574). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Fairfield Financial Advisors, LTD | $14.9M | 430,837 | Trimmed |
| 2 | KELLEHER FINANCIAL ADVISORS | $5.3M | 153,190 | Trimmed |
| 3 | Garton & Associates Financial Advisors LLC | $3.0M | 88,046 | Added |
| 4 | Arvest Bank Trust Division | $213,574 | 6,172 | New |
Source: SEC Form 13F filings · as of 2026-03-31