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PACLX

T. Rowe Price Capital Appreciation Fund Advisor Class
1W: -0.7% 1M: -1.1% 3M: +0.8% YTD: +7.6% 1Y: +0.2% 3Y: +34.9% 5Y: +34.1%
$37.86
+0.13 (+0.34%)
 
Weekly Expected Move ±1.1%
$37 $37 $38 $38 $39
ETF NASDAQ · AUM $39.0B

Institutional Ownership — PACLX

1
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
1M
Total Invested
0
New Positions
1
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (1 total)

# Holder Shares Value Change Change % Holding Period Filing
1 KELLEHER FINANCIAL ADVISORS 31,076 $1M +15,400 +98.2% 4Q SEC ↗

Recent Activity

New Positions (0)

No new positions this quarter.

Sold Out (0)

No sold-out positions this quarter.

Biggest Increases (1)
HolderAddedChange %Total Shares
KELLEHER FINANCIAL ADVISORS +15,400 +98.2% 31,076
Biggest Decreases (0)

None.

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms