CWM, LLC

Position in TROW — Price T Rowe Group Inc

CIK 1535847 OMAHA, NE

Position in TROW

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$14,541,745

-$3,096,383 QoQ

Shares Held

161,324

-6.4% QoQ

Ownership

0.075%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0.32481419264457023.ToString("F0")% Shared 0.ToString("F0")% None 99.67518580735543.ToString("F0")%

Financial Services · as of Mar 31, 2026

CWM, LLC holds $156,736,270 across 274 Asset Management names. TROW ranks #1 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TROW	Price T Rowe Group Inc This page	161,324	$14,541,745
2	AMP	Ameriprise Financial Inc	31,625	$14,054,150
3	BLK	BlackRock, Inc.	13,303	$12,793,628
4	KKR	KKR & Co. Inc.	121,243	$11,214,977
5	BX	Blackstone Inc.	89,727	$10,317,707
6	NTRS	Northern Trust Corp	66,054	$9,219,156
7	JHG	Janus Henderson Group Ltc.	160,591	$8,249,559
8	IVZ	Invesco Ltd.	296,702	$7,206,891

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$14,541,745	161,324	-6.4%	Shares	Sole	2026-05-14
2025-12-31	$17,638,128	172,281	+3.9%	Shares	Sole	2026-01-26
2025-09-30	$17,013,709	165,761	+4.3%	Shares	Sole	2025-10-15
2025-06-30	$15,332,692	158,888	+10.0%	Shares	Sole	2025-07-25
2025-03-31	$13,272,275	144,468	-2.2%	Shares	Sole	2025-05-01
2024-12-31	$16,704,863	147,713	-0.9%	Shares	Sole	2025-02-04
2024-09-30	$16,238,086	149,069	-0.7%	Shares	Sole	2024-10-08
2024-06-30	$17,315,064	150,161	-2.0%	Shares	Sole	2024-07-10
2024-03-31	$18,681,192	153,225	-1.2%	Shares	Sole	2024-04-05
2023-12-31	$16,701,642	155,090	-11.8%	Shares	Sole	2024-02-01
2023-09-30	$18,439,501	175,832	-6.2%	Shares	Sole	2023-10-11
2023-06-30	$21,001,845	187,483	-6.5%	Shares	Sole	2023-08-03
2023-03-31	$22,641,304	200,543	+2.6%	Shares	Sole	2023-05-01
2022-12-31	$21,306,943	195,369	+17.2%	Shares	Sole	2023-02-01
2022-09-30	$17,510,837	166,754	+11.4%	Shares	Sole	2022-10-27
2022-06-30	$17,004,122	149,671	-1.9%	Shares	Sole	2022-07-28
2022-03-31	$23,059,045	152,517	+18.0%	Shares	Sole	2022-04-21
2021-06-30	$25,590,196	129,263	0.0%	Shares	Sole	2021-09-15
2021-03-31	$22,181,530	129,263	0.0%	Shares	Sole	2021-09-15
2020-12-31	$19,569,125	129,263	0.0%	Shares	Sole	2021-09-15
2020-09-30	$16,574,101	129,263	0.0%	Shares	Sole	2021-09-15
2020-06-30	$15,963,980	129,263	0.0%	Shares	Sole	2021-09-15
2020-03-31	$12,622,531	129,263	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.