Apriem Advisors

Position in TROW — Price T Rowe Group Inc

CIK 1425165 IRVINE, CA

Position in TROW

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$223,276

-$181,022 QoQ

Shares Held

2,477

-37.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Apriem Advisors holds $3,678,903 across 12 Asset Management names. TROW ranks #8 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NKX	Nuveen California Amt-Free Quality Municipal Income Fund	43,436	$516,888
2	FRA	Blackrock Floating Rate Income Strategies Fund, Inc.	44,287	$488,042
3	PHYS	Sprott Physical Gold Trust	11,137	$394,695
4	NAC	Nuveen California Quality Municipal Income Fund	32,220	$375,363
5	DBL	DoubleLine Opportunistic Credit Fund	24,110	$352,006
6	EVV	Eaton Vance Ltd Duration Income Fund	31,498	$297,656
7	SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	15,087	$242,448
8	TROW	Price T Rowe Group Inc This page	2,477	$223,276

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$223,276	2,477	-37.3%	Shares	Sole	2026-05-15
2025-12-31	$404,298	3,949	-1.8%	Shares	Sole	2026-02-13
2025-09-30	$412,612	4,020	-6.8%	Shares	Sole	2025-11-10
2025-06-30	$416,011	4,311	-4.9%	Shares	Sole	2025-08-14
2025-03-31	$416,446	4,533	-8.1%	Shares	Sole	2025-05-15
2024-12-31	$557,533	4,930	-2.0%	Shares	Sole	2025-02-05
2024-09-30	$548,026	5,031	-21.0%	Shares	Sole	2024-11-14
2024-06-30	$734,178	6,367	-33.0%	Shares	Sole	2024-08-14
2024-03-31	$1,158,483	9,502	+2.9%	Shares	Sole	2024-05-15
2023-12-31	$994,840	9,238	-48.5%	Shares	Sole	2024-02-14
2023-09-30	$1,879,480	17,922	-50.6%	Shares	Sole	2023-11-13
2023-06-30	$4,065,093	36,289	-27.2%	Shares	Sole	2023-08-08
2023-03-31	$5,631,226	49,878	-21.0%	Shares	Sole	2023-05-12
2022-12-31	$6,889,211	63,169	-10.8%	Shares	Sole	2023-02-13
2022-09-30	$7,434,708	70,800	-9.1%	Shares	Sole	2022-11-14
2022-06-30	$8,844,992	77,854	+8.3%	Shares	Sole	2022-08-08
2022-03-31	$10,872,980	71,916	-33.1%	Shares	Sole	2022-05-10
2021-09-30	$21,141,119	107,479	-2.4%	Shares	Sole	2021-11-12
2021-06-30	$21,811,344	110,175	-2.7%	Shares	Sole	2021-08-10
2021-03-31	$19,424,433	113,196	+5.2%	Shares	Sole	2021-05-10
2020-12-31	$16,287,141	107,584	-5.7%	Shares	Sole	2021-02-04
2020-09-30	$14,630,927	114,108	+1.5%	Shares	Sole	2020-11-10
2020-06-30	$13,878,189	112,374	+7.6%	Shares	Sole	2020-08-07
2020-03-31	$10,194,367	104,397	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.