SUMMIT SECURITIES GROUP LLC

Broker-Dealer

Position in TROW — Price T Rowe Group Inc

CIK 1531593 NEW YORK, NY

Position in TROW

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$282,679

-$323,717 QoQ

Shares Held

3,136

-47.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

SUMMIT SECURITIES GROUP LLC holds $1,641,135 across 23 Asset Management names. TROW ranks #2 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AB	Alliancebernstein Holding L.P.	15,600	$584,064
2	TROW	Price T Rowe Group Inc This page	3,136	$282,679
3	FSCO	FS Credit Opportunities Corp.	47,000	$239,700
4	STT	State Street Corp	1,322	$167,312
5	BCX	BlackRock Resources & Commodities Strategy Trust	9,875	$118,993
6	ASST	Strive, Inc.	4,733	$47,424
7	OBDC	Blue Owl Capital Corp	2,800	$30,968
8	PPT	Putnam Premier Income Trust	8,091	$28,723

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$282,679	3,136	-47.1%	Shares	Sole	2026-04-30
2025-12-31	$606,396	5,923	+185.0%	Shares	Sole	2026-02-17
2025-09-30	$213,285	2,078	+1294.6%	Shares	Sole	2025-11-13
2025-06-30	$14,378	149	-70.2%	Shares	Sole	2025-08-12
2024-12-31	$56,545	500	+395.0%	Shares	Sole	2025-02-12
2023-12-31	$10,876	101	-65.6%	Shares	Sole	2024-02-14
2023-06-30	$32,933	294	-33.5%	Shares	Sole	2023-08-14
2023-03-31	$49,901	442	+95.6%	Shares	Sole	2023-05-12
2022-12-31	$24,647	226	-98.4%	Shares	Sole	2023-02-13
2022-09-30	$1,510,463	14,384	+2934.6%	Shares	Sole	2022-11-02
2022-06-30	$53,851	474	+20.3%	Shares	Sole	2022-08-02
2022-03-31	$59,568	394	—	Shares	Sole	2022-05-11
No filing history on record for this holder in this stock.