Position in TROW
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$264,921
-$44,983 QoQ
Shares Held
2,939
-2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in TROW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026PERSONAL CFO SOLUTIONS, LLC holds $3,931,362 across 10 Asset Management names. TROW ranks #6 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
2,023 | $899,021 | |
| 2 | BLK |
BlackRock, Inc.
|
825 | $793,410 | |
| 3 | WT |
WisdomTree, Inc.
|
28,413 | $413,693 | |
| 4 | ARES |
Ares Management Corp
|
3,615 | $394,396 | |
| 5 | BX |
Blackstone Inc.
|
3,363 | $386,711 | |
| 6 | TROW |
Price T Rowe Group Inc
This page
|
2,939 | $264,921 | |
| 7 | CNS |
Cohen & Steers, Inc.
|
3,597 | $224,992 | |
| 8 | HLNE |
Hamilton Lane INC
|
2,186 | $217,288 |
All Filings in TROW
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $264,921 | 2,939 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $309,904 | 3,027 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $329,884 | 3,214 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $288,438 | 2,989 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $256,592 | 2,793 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $312,128 | 2,760 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $292,259 | 2,683 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $292,656 | 2,538 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $301,873 | 2,476 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $208,380 | 1,935 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $199,987 | 1,907 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $291,139 | 2,599 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $276,153 | 2,446 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $232,624 | 2,133 | Shares | Defined | 2023-02-14 | |
| 2022-06-30 | $265,279 | 2,335 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $264,128 | 1,747 | Shares | Defined | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||