MOGY JOEL R INVESTMENT COUNSEL INC
Position in TROW — Price T Rowe Group Inc
CIK 1126735
BEVERLY HILLS, CA
Position in TROW
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,270,485
+$263,171 QoQ
Shares Held
11,175
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#474
of 1,147 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TROW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MOGY JOEL R INVESTMENT COUNSEL INC holds $16,012,161 across 2 Asset Management names. TROW ranks #2 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
15,331 | $14,741,676 | |
| 2 | TROW |
Price T Rowe Group Inc
This page
|
11,175 | $1,270,485 |
All Filings in TROW
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,270,485 | 11,175 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,007,314 | 11,175 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,172,762 | 11,455 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,200,888 | 11,700 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,129,050 | 11,700 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,074,879 | 11,700 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,323,153 | 11,700 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,274,481 | 11,700 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,349,127 | 11,700 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,426,464 | 11,700 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,268,049 | 11,775 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,088,486 | 19,915 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,404,509 | 21,465 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,445,978 | 21,665 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,373,690 | 21,765 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,285,542 | 21,765 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,472,721 | 21,765 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,277,043 | 21,675 | Shares | Sole | 2022-05-12 | |
| 2021-09-30 | $4,288,060 | 21,800 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $4,335,543 | 21,900 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,758,040 | 21,900 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $3,315,441 | 21,900 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,808,018 | 21,900 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,704,650 | 21,900 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,138,535 | 21,900 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||