Mutual Advisors, LLC

Position in TROW — Price T Rowe Group Inc

CIK 1694080 OMAHA, NE

Position in TROW

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$1,983,080

-$162,088 QoQ

Shares Held

22,000

+5.0% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Mutual Advisors, LLC holds $49,888,835 across 60 Asset Management names. TROW ranks #6 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ARCC	Ares Capital Corp	346,554	$6,244,903
2	CEF	Sprott Physical Gold & Silver Trust	94,822	$4,524,905
3	BLK	BlackRock, Inc.	3,713	$3,570,829
4	CCD	Calamos Dynamic Convertible & Income Fund	116,382	$2,484,755
5	NAD	Nuveen Quality Municipal Income Fund	178,542	$2,053,233
6	TROW	Price T Rowe Group Inc This page	22,000	$1,983,080
7	BX	Blackstone Inc.	16,959	$1,950,115
8	BPRE	Bluerock Private Real Estate Fund	104,985	$1,743,800

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,983,080	22,000	+5.0%	Shares	Sole	2026-05-04
2025-12-31	$2,145,168	20,953	-4.8%	Shares	Sole	2026-02-02
2025-09-30	$2,259,722	22,016	-58.2%	Shares	Sole	2025-11-04
2025-06-30	$5,082,558	52,669	-2.4%	Shares	Sole	2025-07-28
2025-03-31	$4,956,386	53,950	+29.9%	Shares	Sole	2025-04-28
2024-12-31	$4,698,324	41,545	+1.9%	Shares	Sole	2025-01-17
2024-09-30	$4,440,640	40,766	+7.0%	Shares	Sole	2024-10-25
2024-06-30	$4,392,388	38,092	+0.0%	Shares	Sole	2024-07-30
2024-03-31	$4,643,079	38,083	+11.7%	Shares	Sole	2024-05-02
2023-12-31	$3,671,152	34,090	+14.7%	Shares	Sole	2024-01-12
2023-09-30	$3,118,099	29,733	+13.0%	Shares	Sole	2023-11-13
2023-06-30	$2,946,686	26,305	+16.6%	Shares	Sole	2023-07-31
2023-03-31	$2,547,588	22,565	+26.3%	Shares	Sole	2023-04-11
2022-12-31	$1,949,229	17,873	+39.1%	Shares	Sole	2023-01-12
2022-09-30	$1,349,168	12,848	+24.3%	Shares	Sole	2022-11-03
2022-06-30	$1,174,045	10,334	+17.6%	Shares	Sole	2022-08-15
2022-03-31	$1,328,506	8,787	+11.1%	Shares	Sole	2022-05-09
2021-09-30	$1,555,110	7,906	-0.9%	Shares	Sole	2021-11-15
2021-06-30	$1,578,612	7,974	+2.6%	Shares	Sole	2021-08-12
2021-03-31	$1,334,190	7,775	+4.6%	Shares	Sole	2021-05-13
2020-12-31	$1,124,827	7,430	+6.0%	Shares	Sole	2021-02-11
2020-09-30	$898,822	7,010	+10.8%	Shares	Sole	2020-11-13
2020-06-30	$781,631	6,329	+19.6%	Shares	Sole	2020-08-05
2020-03-31	$516,861	5,293	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.