Data as of Q4 2025 (Dec 31, 2025)
TRAIX

T. ROWE PRICE CAPITAL APPRECIATION FUND ADVISOR CLASS

Institutional Ownership · Q4 2025

Filing: Q4 2025

T. ROWE PRICE CAPITAL APPRECIATION FUND ADVISOR CLASS (TRAIX) is held by 3 institutional investors with combined holdings of $22M. Major holders include Fairfield Financial Advis, KELLEHER FINANCIAL ADVISO, Coston, McIsaac & Partner.

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Institutional Holders
3
Total Value
$22.1M
Ownership %
0.1%

🏦 Top Institutional Holders

Fairfield Financial Advisors, LTD
434.0K shares
$15.5M
0.04% ownership
KELLEHER FINANCIAL ADVISORS
179.1K shares
$6.4M
0.02% ownership
Coston, McIsaac & Partners
7.1K shares
$252.0K

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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