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T. Rowe Price All-cap Opportunities-i shares owned by Garton & Associates Financial Advisors

Quarter-by-quarter ownership of T. Rowe Price All-cap Opportunities-i (PNAIX) shares owned by Garton & Associates Financial Advisors from 13F filings

Historical chart of Garton & Associates Financial Advisors investment in T. Rowe Price All-cap Opportunities-i

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All positions including T. Rowe Price All-cap Opportunities-i held by Garton & Associates Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in T. Rowe Price All-cap Opportunities-i by Garton & Associates Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.4M 43k 78.97

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Fidelity Capital & Income Fagix (FAGIX)
T Rowe Price Allcap Opportunitiesi Pnaix (PNAIX)
T Rowe Price Capital Appreciation I Traix (TRAIX)
Fullerthaler Behavioral Smcp Grinstl FTXSX (FTXSX)
American Funds American Balanced F2 Ambfx (AMBFX)
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View all positions for Garton & Associates Financial Advisors

Top funds holding T. Rowe Price All-cap Opportunities-i

Garton & Associates Financial Advisors
Kohmann Bosshard Financial Services

View all funds holding T. Rowe Price All-cap Opportunities-i