Position in TROW
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$934,986
+$176,909 QoQ
Shares Held
8,224
-2.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#541
of 1,151 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in TROW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026ARVEST INVESTMENTS, INC. holds $2,021,534 across 3 Asset Management names. TROW ranks #1 (46.3% of the industry book) .
All Filings in TROW
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $934,986 | 8,224 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $758,077 | 8,410 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $876,475 | 8,561 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $953,422 | 9,289 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $903,047 | 9,358 | Shares | Sole | 2025-07-03 | |
| No filing history on record for this holder in this stock. | ||||||