Arvest Bank Trust Division TRAIX β€” ROWE T PRICE CAP APPRECIATIO

Ownership history in Arvest Bank Trust Division  Β·  1 quarter on record

AI Ownership Summary

Arvest Bank Trust Division reported ROWE T PRICE CAP APPRECIATIO (TRAIX) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows TRAIX at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TRAIX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Arvest Bank Trust Division's position in ROWE T PRICE CAP APPRECIATIO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TRAIX was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Arvest Bank Trust Division held TRAIX β€” position size vs. price
% of Fund (quarterly)    TRAIX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 6,172 β€” β€” 0.01% $214K 2026-05-13 $37.51

FAQ About Arvest Bank Trust Division and TRAIX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Arvest Bank Trust Division reported owning TRAIX?

Arvest Bank Trust Division reported TRAIX across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported TRAIX position in Arvest Bank Trust Division's portfolio?

The largest reported portfolio weight for TRAIX was 0.01% in 2026 Q1.

What is the latest reported TRAIX position on this page?

The most recent filing on this page is 2026 Q1, when Arvest Bank Trust Division reported 6,172 shares, equal to 0.01% of portfolio, with an estimated market value of $214K.

What does the chart on this TRAIX ownership page compare?

The chart compares Arvest Bank Trust Division's quarterly TRAIX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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