DOSSIER · 13F Holders · Q2 2026
PACLX

T. ROWE PRICE CAPITAL APPRECIATION FUND ADVISOR CLASS

2 institutions still hold T. ROWE PRICE CAPITAL APPRECIATION FUND ADVISOR CLASS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 77954M204·2 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$1M
visible holders
Holders
2
filers reporting
Concentration
100.00%
KELLEHER FINANCIAL ADVISORS #1
top holder share
AI Holders Summary · Q2 2026

2 institutions reported PACLX in Q2 2026. KELLEHER FINANCIAL ADVISORS leads at 100.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
KELLEHER FINANCIAL ADVISORS
CIK 0001507971
$1M31K0.16%Q2 2026
02
Motiv8 Investments LLC
CIK 0002024873
$000.00%Q4 2025