River Wealth Advisors LLC

Position in TROW — Price T Rowe Group Inc

CIK 1642570 CAMP HILL, PA

Position in TROW

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$334,930

+$53,604 QoQ

Shares Held

2,946

-5.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#766

of 1,147 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

River Wealth Advisors LLC holds $9,189,309 across 4 Asset Management names. TROW ranks #2 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	8,848	$8,507,882
2	TROW	Price T Rowe Group Inc This page	2,946	$334,930
3	AMP	Ameriprise Financial Inc	503	$230,756
4	JPC	Nuveen Preferred & Income Opportunities Fund	14,688	$115,741

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$334,930	2,946	-5.6%	Shares	Sole	2026-08-04
2026-03-31	$281,326	3,121	-11.4%	Shares	Sole	2026-05-13
2025-12-31	$360,479	3,521	-3.8%	Shares	Sole	2026-02-13
2025-09-30	$375,765	3,661	0.0%	Shares	Sole	2025-11-12
2025-06-30	$353,286	3,661	-4.8%	Shares	Sole	2025-08-13
2025-03-31	$353,332	3,846	-8.6%	Shares	Sole	2025-05-14
2024-12-31	$475,995	4,209	-10.8%	Shares	Sole	2025-02-13
2024-09-30	$514,149	4,720	-5.1%	Shares	Sole	2024-11-12
2024-06-30	$573,782	4,976	0.0%	Shares	Sole	2024-08-13
2024-03-31	$606,673	4,976	+0.4%	Shares	Sole	2024-05-14
2023-12-31	$533,496	4,954	-27.1%	Shares	Sole	2024-02-13
2023-09-30	$712,486	6,794	+0.2%	Shares	Sole	2023-11-13
2023-06-30	$759,271	6,778	-0.4%	Shares	Sole	2023-08-09
2023-03-31	$768,058	6,803	-0.4%	Shares	Sole	2023-05-11
2022-12-31	$744,661	6,828	-6.7%	Shares	Sole	2023-02-10
2022-09-30	$768,148	7,315	-14.9%	Shares	Sole	2022-11-14
2022-06-30	$976,932	8,599	+0.2%	Shares	Sole	2022-08-10
2022-03-31	$1,298,117	8,586	-1.3%	Shares	Sole	2022-05-09
2021-09-30	$1,711,880	8,703	-1.0%	Shares	Sole	2021-11-12
2021-06-30	$1,740,552	8,792	-2.9%	Shares	Sole	2021-08-06
2021-03-31	$1,554,524	9,059	-1.0%	Shares	Sole	2021-05-11
2020-12-31	$1,385,672	9,153	-3.8%	Shares	Sole	2021-02-16
2020-09-30	$1,220,013	9,515	-0.4%	Shares	Sole	2020-11-10
2020-06-30	$1,179,425	9,550	+0.1%	Shares	Sole	2020-08-11
2020-03-31	$931,678	9,541	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.