13F Insight
DOSSIER · 13F Holders · Q2 2026
PRWCX

T. ROWE PRICE CAPITAL APPRECIATION

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

CUSIP 77954M105·4 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$2M
visible holders
Holders
4
filers reporting
Concentration
63.89%
Wealthspire Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

4 institutions reported PRWCX in Q2 2026. Wealthspire Advisors, LLC leads at 63.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Wealthspire Advisors, LLC
CIK 0001646247
$1M28K0.01%Q2 202602
Vermillion Wealth Management, Inc.
CIK 0001737012
$298K8K0.07%Q2 202603
Coston, McIsaac & Partners
CIK 0001945037
$252K7K0.06%Q4 202504
NBT BANK N A /NY
CIK 0000898413
$43K1K0.00%Q2 2026