T. Rowe Price Tax-Efficient Funds, Inc. - TEEFX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Passive Capital Management, LLC. | History | New | 8,607 | 754 | 0.24% | — | 1 | +8,607 | New | Q2 2026 | Aug 10, 2026 |
| Coston, McIsaac & Partners | History | No change | 391 | 36 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |