T Rowe PR Blue Chip Grow-InvTRBCX

13F holders, Q4 2025 (December 31)
4holders −1
0new positions
1sold out
$210.41avg. 13F price*

At the end of Q4 2025, 4 institutions reported holding T Rowe PR Blue Chip Grow-Inv (TRBCX) in their 13F filings, down 1 from Q3 2025. 0 opened new positions and 1 sold out. The largest holders were Williams Jones Wealth Management, LLC. ($617K), Ethos Financial Group, LLC ($459K) and Sequent Asset Management, LLC ($339K).

Company
T Rowe PR Blue Chip Grow-Inv
Filed as
ROWE T PRICE BLUE CHIP GROWTH COM (Q4 2025)
CUSIP
77954Q106
Latest filing quarter
Q2 2026

History

Number of 13F holders

02468 Q1 2024: 6Q1 2024Q2 2024: 7Q2 2024Q3 2024: 6Q3 2024Q4 2024: 6Q4 2024Q1 2025: 5Q1 2025Q2 2025: 5Q2 2025Q3 2025: 5Q3 2025Q4 2025: 4Q4 2025Q1 2026: 5Q1 2026Q2 2026: 3Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions0$0
Exits1$11K

All 13F filers, Q3 2025 → Q4 2025: 110 shares bought and 382 shares sold, net −272 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4 holders

Williams Jones Wealth Management, LLC. 0.01% Reduce -2.6% 2,933 $617K
Ethos Financial Group, LLC 0.03% Add +5.3% 2,184 $459K
Sequent Asset Management, LLC 0.15% No change 1,610 $339K
Spirit of America Management Corp. 0.01% Reduce -64.3% 141 $30K

"% 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.