SEC 13F Intelligence

PRWCXT. ROWE PRICE CAPITAL APPRECIATION

CUSIP 77954M105 · Yahoo Finance ↗ · Google Finance ↗

T. Rowe Price Capital Appreciation (PRWCX) has 1 institutional holders in Filings Flow’s 13F database, together reporting 7.1K shares worth $244,000 as of Q1 2026. The largest reported holders are Vermillion Wealth Management, Inc., Coston, Mcisaac & Partners, and Financial Gravity Asset Management, Inc..

Institutional Holders
1
Q1 2026
Reported Value
$244,000
Ticker
PRWCX
Quarters Tracked
29

Ownership Trend

Institutional holders
Q1 ’19: 2Q1 ’19Q2 ’19: 3Q3 ’19: 3Q4 ’19: 3Q1 ’20: 2Q1 ’20Q2 ’20: 2Q3 ’20: 3Q4 ’20: 2Q1 ’21: 3Q1 ’21Q2 ’21: 5Q3 ’21: 5Q4 ’21: 5Q1 ’22: 4Q1 ’22Q2 ’22: 5Q3 ’22: 6Q4 ’22: 4Q1 ’23: 4Q1 ’23Q2 ’23: 5Q3 ’23: 4Q4 ’23: 4Q1 ’24: 3Q1 ’24Q2 ’24: 3Q3 ’24: 3Q4 ’24: 2Q1 ’25: 2Q1 ’25Q2 ’25: 2Q3 ’25: 3Q4 ’25: 1Q1 ’26: 1Q1 ’26filingsflow.com
Total reported value
Q1 ’19: $1MQ1 ’19Q2 ’19: $2MQ3 ’19: $2MQ4 ’19: $2MQ1 ’20: $1MQ1 ’20Q2 ’20: $1MQ3 ’20: $414MQ4 ’20: $1MQ1 ’21: $2MQ1 ’21Q2 ’21: $3MQ3 ’21: $3MQ4 ’21: $8MQ1 ’22: $3MQ1 ’22Q2 ’22: $3MQ3 ’22: $3MQ4 ’22: $2MQ1 ’23: $1MQ1 ’23Q2 ’23: $1MQ3 ’23: $5MQ4 ’23: $1MQ1 ’24: $1MQ1 ’24Q2 ’24: $1MQ3 ’24: $1MQ4 ’24: $276,347Q1 ’25: $500,762Q1 ’25Q2 ’25: $303,670Q3 ’25: $731,743Q4 ’25: $252,000Q1 ’26: $244,000Q1 ’26filingsflow.com

Holders

··Mixed quarters
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Manager% of PortfolioValueSharesQuarter
Vermillion Wealth Management, Inc.$255M AUM0.08%$301,7647.9KQ3 2025OLDER
Coston, McIsaac & Partners$443M AUM0.06%$244,0007.1KQ1 2026
Financial Gravity Asset Management, Inc.$562M AUM0.04%$177,9794.6KQ3 2025OLDER
Brooklyn Investment Group$3.2B AUM0.01%$61,6701.7KQ2 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.