WBH ADVISORY INC

Position in TROW — Price T Rowe Group Inc

CIK 1259671 BALTIMORE, MD

Position in TROW

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$312,761

+$23,683 QoQ

Shares Held

2,751

-14.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#780

of 1,145 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

WBH ADVISORY INC holds $1,924,823 across 4 Asset Management names. TROW ranks #3 (16.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	1,034	$994,253
2	BX	Blackstone Inc.	3,340	$393,017
3	TROW	Price T Rowe Group Inc This page	2,751	$312,761
4	AMP	Ameriprise Financial Inc	490	$224,792

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$312,761	2,751	-14.2%	Shares	Sole	2026-08-05
2026-03-31	$289,078	3,207	-14.2%	Shares	Sole	2026-04-27
2025-12-31	$382,696	3,738	-1.1%	Shares	Sole	2026-01-26
2025-09-30	$387,773	3,778	0.0%	Shares	Sole	2025-10-30
2025-06-30	$364,577	3,778	-0.7%	Shares	Sole	2025-07-30
2025-03-31	$349,381	3,803	-0.1%	Shares	Sole	2025-05-12
2024-12-31	$430,646	3,808	+0.1%	Shares	Sole	2025-01-31
2024-09-30	$414,260	3,803	-0.5%	Shares	Sole	2024-10-15
2024-06-30	$440,714	3,822	-6.2%	Shares	Sole	2024-07-11
2024-03-31	$496,580	4,073	-4.9%	Shares	Sole	2024-04-16
2023-12-31	$461,343	4,284	-0.3%	Shares	Sole	2024-01-09
2023-09-30	$450,416	4,295	-3.4%	Shares	Sole	2023-10-10
2023-06-30	$497,928	4,445	-0.6%	Shares	Sole	2023-07-12
2023-03-31	$504,663	4,470	-0.2%	Shares	Sole	2023-04-20
2022-09-30	$470,444	4,480	+3.7%	Shares	Sole	2022-10-18
2022-06-30	$490,795	4,320	0.0%	Shares	Sole	2022-07-12
2022-03-31	$653,140	4,320	-7.5%	Shares	Sole	2022-04-29
2021-09-30	$918,589	4,670	0.0%	Shares	Sole	2021-10-25
2021-06-30	$924,519	4,670	0.0%	Shares	Sole	2021-07-27
2021-03-31	$801,372	4,670	0.0%	Shares	Sole	2021-04-19
2020-12-31	$706,991	4,670	0.0%	Shares	Sole	2021-01-21
2020-09-30	$598,787	4,670	+5.7%	Shares	Sole	2020-10-27
2020-06-30	$545,870	4,420	+1.1%	Shares	Sole	2020-08-05
2020-03-31	$426,730	4,370	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.