6 institutions reported holding $11.7M of T. ROWE PRICE CAPITAL APPRECIATION FUND CLASS I (TRAIX) in SEC 13F filings for 2026-06-30. Largest institutional holders: KELLEHER FINANCIAL ADVISORS ($11.0M), Wealthspire Advisors, LLC ($638,659), NBT BANK N A /NY ($126,264), Arvest Bank Trust Division ($0), Fairfield Financial Advisors, LTD ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | KELLEHER FINANCIAL ADVISORS | $11.0M | 289,435 | Added |
| 2 | Wealthspire Advisors, LLC | $638,659 | 16,860 | New |
| 3 | NBT BANK N A /NY | $126,264 | 3,333 | New |
| 4 | Arvest Bank Trust Division | $0 | 0 | Exited |
| 5 | Fairfield Financial Advisors, LTD | $0 | 0 | Exited |
| 6 | Garton & Associates Financial Advisors LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30