T Rowe PR Captl Apprec-InvPRWCX
13F holders, Q2 2026 (June 30)4holders +3
3new positions
0sold out
$37.86avg. 13F price*
At the end of Q2 2026, 4 institutions reported holding T Rowe PR Captl Apprec-Inv (PRWCX) in their 13F filings, up 3 from Q1 2026. 3 opened new positions and 0 sold out. The largest holders were Wealthspire Advisors, LLC ($1.0M), Vermillion Wealth Management, Inc. ($298K) and Coston, McIsaac & Partners ($267K).
- Company
- T Rowe PR Captl Apprec-Inv
- CUSIP
- 77954M105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.4M |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 36,709 shares bought, net +36,709 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Wealthspire Advisors, LLC | 0.01% | New | 27,705 | $1.0M |
| Vermillion Wealth Management, Inc. | 0.07% | New | 7,881 | $298K |
| Coston, McIsaac & Partners | 0.05% | No change | 7,059 | $267K |
| NBT Bank, N.A. | 0.00% | New | 1,123 | $43K |
"% of holder's portfolio" is PRWCX's weight in each manager's 13F, not the share of T Rowe PR Captl Apprec-Inv the manager owns.