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T. Rowe Price Capital Appreciation I

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
NBT Bank, N.A.
DECREASED
Shares1,741 from 3,333
Change-1,592 (-48%)
Value$67.2K (-$59.1K)
Filed 2026-10-21
Kelleher Financial Advisors
CLOSED
Shares0 from 289,435
Change-289,435 (-100%)
Value$0 (-$11.0M)
Filed 2026-10-30
Wealthspire Advisors, LLC
N/A
Shares— from 16,860
Change-16,860 (-100%)
Value—
Status
NBT Bank, N.A.
DECREASED1,7413,333-1,592-48%$126.3K$67.2K-$59.1K2026-10-21
Kelleher Financial Advisors
CLOSED0289,435-289,435-100%$11.0M$0-$11.0M2026-10-30
Wealthspire Advisors, LLC
N/A—16,860-16,860-100%$638.7K———
Showing 3 of 3 institutions