T Rowe PR Blue Chip Grow-InvTRBCX
13F holders, Q2 2025 (June 30)5holders
0new positions
1sold out
$201.01avg. 13F price*
At the end of Q2 2025, 5 institutions reported holding T Rowe PR Blue Chip Grow-Inv (TRBCX) in their 13F filings, unchanged from Q1 2025. 0 opened new positions and 1 sold out. The largest holders were Williams Jones Wealth Management, LLC. ($589K), Ethos Financial Group, LLC ($431K) and Financial Gravity Companies, Inc. ($135K).
- Company
- T Rowe PR Blue Chip Grow-Inv
- CUSIP
- 77954Q106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $272K |
All 13F filers, Q1 2025 → Q2 2025: 39 shares bought and 1,830 shares sold, net −1,791 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 2,933 | $589K |
| Ethos Financial Group, LLC | 0.04% | Add +1.9% | 2,146 | $431K |
| Financial Gravity Companies, Inc. | 0.03% | — | 670 | $135K |
| Spirit of America Management Corp. | 0.02% | Reduce -35.8% | 394 | $81K |
| Luminist Capital LLC | 0.01% | No change | 50 | $10K |
"% of holder's portfolio" is TRBCX's weight in each manager's 13F, not the share of T Rowe PR Blue Chip Grow-Inv the manager owns.