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Price T Rowe Capital Appreciat

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Coston, McIsaac & Partners
UNCHANGED
Shares7,059 from 7,059
Change0 (0%)
Value$271.8K (+$271.5K)
Filed 2026-11-06
NBT Bank, N.A.
UNCHANGED
Shares1,123 from 1,123
Change0 (0%)
Value$43.4K (+$808)
Filed 2026-10-21
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 7,881
Change-7,881 (-100%)
Value$0 (-$298.5K)
Filed 2026-10-26
Wealthspire Advisors, LLC
N/A
Shares— from 27,705
Change-27,705 (-100%)
Value—
Status
Coston, McIsaac & Partners
UNCHANGED7,0597,05900%$267$271.8K+$271.5K2026-11-06
NBT Bank, N.A.
UNCHANGED1,1231,12300%$42.5K$43.4K+$8082026-10-21
Vermillion Wealth Management, Inc.
CLOSED07,881-7,881-100%$298.5K$0-$298.5K2026-10-26
Wealthspire Advisors, LLC
N/A—27,705-27,705-100%$1.0M———
Showing 4 of 4 institutions