TRAIX T ROWE PRICE CAPITAL (APPRECIATION I CLASS): institutional ownership and insider trading

3 funds reported holding $11.7M of T ROWE PRICE CAPITAL (APPRECIATION I CLASS) in their latest 13F filings; in Q2 2026 funds net sold $14.0M, with 2 new positions and 3 funds selling out.

Largest institutional holders of TRAIX

  1. KELLEHER FINANCIAL ADVISORS — $11.0M
  2. Wealthspire Advisors, LLC — $639K
  3. NBT BANK, N.A. — $67.2K

All TRAIX 13F holders