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T. Rowe Price mutual funds - shares owned by Garton & Associates Financial Advisors

Quarter-by-quarter ownership of T. Rowe Price mutual funds - (TBCIX) shares owned by Garton & Associates Financial Advisors from 13F filings

Historical chart of Garton & Associates Financial Advisors investment in T. Rowe Price mutual funds -

Tip: Access up to 7 years of quarterly data

All positions including T. Rowe Price mutual funds - 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 mutual funds - by Garton & Associates Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 5.8k 211.96

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Microsoft Corp MSFT (MSFT)
Alphabet Inc Class Class A Googl (GOOGL)
Fullerthaler Behavioral Smcp Eq Inst FTHSX (FTHSX)
Fidelity Capital & Income Fagix (FAGIX)
T Rowe Price Allcap Opportunitiesi Pnaix (PNAIX)
T Rowe Price Capital Appreciation I Traix (TRAIX)
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View all positions for Garton & Associates Financial Advisors

Top funds holding T. Rowe Price mutual funds -

First Merchants Bank, National Association
Garton & Associates Financial Advisors
Fulton Bank, NA
North Star Asset Management
Wall Street Access Asset Management
Kohmann Bosshard Financial Services
Vermillion Wealth Management
Richardson Financial Services
Steigerwald, Gordon & Koch

View all funds holding T. Rowe Price mutual funds -