Position in TROW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$223,400
+$10,670 QoQ
Shares Held
1,965
-16.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#874
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, 2026AFT, FORSYTH & COMPANY, INC. holds $223,400 across 1 Asset Management name. TROW ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
This page
|
1,965 | $223,400 |
All Filings in TROW
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,400 | 1,965 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $212,730 | 2,360 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $241,616 | 2,360 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $267,890 | 2,610 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $328,100 | 3,400 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $312,358 | 3,400 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $384,506 | 3,400 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $438,007 | 4,021 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $486,608 | 4,220 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $449,640 | 3,688 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $683,616 | 6,348 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $913,732 | 8,713 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $989,808 | 8,836 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,031,228 | 9,134 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,007,932 | 9,242 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,080,657 | 10,291 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,194,495 | 10,514 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,700,433 | 11,247 | Shares | Sole | 2022-05-10 | |
| 2021-09-30 | $2,262,050 | 11,500 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $2,245,771 | 11,344 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $1,734,532 | 10,108 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,321,937 | 8,732 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,042,685 | 8,132 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $996,768 | 8,071 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $751,514 | 7,696 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||