FOUNDERS FINANCIAL SECURITIES LLC
Broker-DealerPosition in TROW — Price T Rowe Group Inc
CIK 1342396
TOWSON, MD
Position in TROW
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$369,833
+$77,690 QoQ
Shares Held
3,253
+0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#735
of 1,147 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 79%
None 21%
Common Shares in TROW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026FOUNDERS FINANCIAL SECURITIES LLC holds $12,398,921 across 12 Asset Management names. TROW ranks #8 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
25,371 | $3,001,643 | |
| 2 | BX |
Blackstone Inc.
|
25,021 | $2,944,221 | |
| 3 | CSQ |
Calamos Strategic Total Return Fund
|
120,550 | $2,478,508 | |
| 4 | AWF |
Alliancebernstein Global High Income Fund Inc
|
91,225 | $939,617 | |
| 5 | PSLV |
Sprott Physical Silver Trust
|
34,785 | $656,392 | |
| 6 | PHYS |
Sprott Physical Gold Trust
|
17,163 | $517,807 | |
| 7 | HTD |
John Hancock Tax-Advantaged Dividend Income Fund
|
18,665 | $475,770 | |
| 8 | TROW |
Price T Rowe Group Inc
This page
|
3,253 | $369,833 |
All Filings in TROW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,833 | 3,253 | Shares | Defined | 2026-07-31 | |
| 2026-03-31 | $292,143 | 3,241 | Shares | Defined | 2026-04-17 | |
| 2025-12-31 | $396,210 | 3,870 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $354,313 | 3,452 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $354,058 | 3,669 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $345,063 | 3,756 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $439,015 | 3,882 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||