Barton Investment Management

Position in TROW — Price T Rowe Group Inc

CIK 1387818 WEST CONSHOHOCKEN, PA

Position in TROW

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,596,207

+$114,306 QoQ

Shares Held

14,040

-14.6% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#429

of 1,147 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Barton Investment Management holds $20,417,060 across 3 Asset Management names. TROW ranks #2 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OWL	Blue Owl Capital Inc.	2,106,253	$18,429,713
2	TROW	Price T Rowe Group Inc This page	14,040	$1,596,207
3	NTRS	Northern Trust Corp	2,250	$391,140

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,596,207	14,040	-14.6%	Shares	Sole	2026-07-20
2026-03-31	$1,481,901	16,440	0.0%	Shares	Sole	2026-04-20
2025-12-31	$1,683,127	16,440	0.0%	Shares	Sole	2026-01-21
2025-09-30	$1,687,401	16,440	0.0%	Shares	Sole	2025-10-21
2025-06-30	$1,586,460	16,440	-4.3%	Shares	Sole	2025-07-21
2025-03-31	$1,577,407	17,170	-5.9%	Shares	Sole	2025-04-11
2024-12-31	$2,064,571	18,256	-2.2%	Shares	Sole	2025-01-27
2024-09-30	$2,034,376	18,676	-0.6%	Shares	Sole	2024-10-17
2024-06-30	$2,166,213	18,786	-0.3%	Shares	Sole	2024-07-18
2024-03-31	$2,296,485	18,836	-1.4%	Shares	Sole	2024-04-26
2023-12-31	$2,057,525	19,106	-0.8%	Shares	Sole	2024-01-24
2023-09-30	$2,019,376	19,256	0.0%	Shares	Sole	2023-10-16
2023-06-30	$2,157,057	19,256	0.0%	Shares	Sole	2023-07-24
2023-03-31	$2,174,002	19,256	-4.6%	Shares	Sole	2023-04-18
2022-12-31	$2,200,394	20,176	-14.3%	Shares	Sole	2023-01-26
2022-09-30	$2,472,040	23,541	-0.5%	Shares	Sole	2022-10-20
2022-06-30	$2,688,126	23,661	-1.2%	Shares	Sole	2022-07-15
2022-03-31	$3,619,639	23,941	-2.3%	Shares	Sole	2022-04-20
2021-09-30	$4,819,346	24,501	0.0%	Shares	Sole	2021-10-18
2021-06-30	$4,850,462	24,501	-1.6%	Shares	Sole	2021-07-26
2021-03-31	$4,272,325	24,897	-2.8%	Shares	Sole	2021-04-16
2020-12-31	$3,878,914	25,622	-0.7%	Shares	Sole	2021-01-13
2020-09-30	$3,309,871	25,814	0.0%	Shares	Sole	2020-10-19
2020-06-30	$3,188,029	25,814	0.0%	Shares	Sole	2020-08-17
2020-03-31	$2,520,737	25,814	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.