4 institutions reported holding $1.7M of T ROWE PRICE CAPITAL APPRECIATION (PRWCX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Wealthspire Advisors, LLC ($1.0M), Vermillion Wealth Management, Inc. ($298,454), Coston, McIsaac & Partners ($267,000), NBT BANK N A /NY ($42,542). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Wealthspire Advisors, LLC | $1.0M | 27,705 | New |
| 2 | Vermillion Wealth Management, Inc. | $298,454 | 7,881 | New |
| 3 | Coston, McIsaac & Partners | $267,000 | 7,059 | Hold |
| 4 | NBT BANK N A /NY | $42,542 | 1,123 | New |
Source: SEC Form 13F filings · as of 2026-06-30