Keystone Financial Planning, Inc.

Position in TROW — Price T Rowe Group Inc

CIK 1596906 CLEVELAND, OH

Position in TROW

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$7,648,722

+$1,472,510 QoQ

Shares Held

67,277

-1.8% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

4.48%

of 13F equity value

Holder Rank

#205

of 1,146 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Keystone Financial Planning, Inc. holds $11,167,689 across 2 Asset Management names. TROW ranks #1 (68.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	TROW	Price T Rowe Group Inc This page	67,277	$7,648,722
2	BEN	Franklin Resources Inc	105,770	$3,518,967

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,648,722	67,277	-1.8%	Shares	Sole	2026-07-15
2026-03-31	$6,176,212	68,518	0.0%	Shares	Sole	2026-04-09
2025-12-31	$7,014,872	68,518	-2.9%	Shares	Sole	2026-01-07
2025-09-30	$7,242,688	70,564	-0.4%	Shares	Sole	2025-10-08
2025-06-30	$6,835,191	70,831	0.0%	Shares	Sole	2025-07-31
2025-03-31	$6,507,243	70,831	0.0%	Shares	Sole	2025-04-09
2024-12-31	$8,010,277	70,831	+1.4%	Shares	Sole	2025-01-13
2024-09-30	$7,608,324	69,846	+7.6%	Shares	Sole	2024-10-28
2024-06-30	$7,487,308	64,932	+1.0%	Shares	Sole	2024-07-10
2024-03-31	$7,836,773	64,278	-1.8%	Shares	Sole	2024-04-10
2023-12-31	$7,045,833	65,427	+2.0%	Shares	Sole	2024-01-12
2023-09-30	$6,728,144	64,157	+0.1%	Shares	Sole	2023-10-10
2023-06-30	$7,183,170	64,124	+3.2%	Shares	Sole	2023-07-11
2023-03-31	$7,017,751	62,159	+1.8%	Shares	Sole	2023-04-21
2022-12-31	$6,661,493	61,081	+1.1%	Shares	Sole	2023-01-30
2022-09-30	$6,341,973	60,394	+5.8%	Shares	Sole	2022-10-12
2022-06-30	$6,483,722	57,070	+17.6%	Shares	Sole	2022-07-19
2022-03-31	$7,338,460	48,538	—	Shares	Sole	2022-04-28
No filing history on record for this holder in this stock.