T Rowe Price Balanced-InvRPBAX

13F holders, Q2 2025 (June 30)
1holders
1new positions
0sold out
$28.04avg. 13F price*

At the end of Q2 2025, 1 institutions reported holding T Rowe Price Balanced-Inv (RPBAX) in their 13F filings, unchanged from Q2 2024. 1 opened new positions and 0 sold out. The largest holder was Carderock Capital Management Inc. ($93K).

Company
T Rowe Price Balanced-Inv
Filed as
TRPrice Bal Fd (Q2 2025)
CUSIP
77954G108
Latest filing quarter
Q2 2025

History

Number of 13F holders

01 Q2 2024: 1Q2 2024Q2 2025: 1Q2 2025

Total Exit/New Position Q2 2024 → Q2 2025

InstitutionsTotal Value
New Positions1$93K
Exits0$0

All 13F filers, Q2 2024 → Q2 2025: 3,329 shares bought, net +3,329 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Carderock Capital Management Inc. 0.02% New 3,329 $93K

"% of holder's portfolio" is RPBAX's weight in each manager's 13F, not the share of T Rowe Price Balanced-Inv the manager owns.