Position in TROW
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,847,702
-$52,517 QoQ
Shares Held
31,592
+11.5% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in TROW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Independent Advisor Alliance holds $67,183,298 across 73 Asset Management names. TROW ranks #8 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
51,047 | $5,869,894 | |
| 2 | PTY |
Pimco Corporate & Income Opportunity Fund
|
371,808 | $4,484,003 | |
| 3 | BLK |
BlackRock, Inc.
|
4,290 | $4,125,735 | |
| 4 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
247,485 | $3,977,083 | |
| 5 | CEF |
Sprott Physical Gold & Silver Trust
|
69,012 | $3,293,252 | |
| 6 | GDL |
Gdl Fund
|
384,932 | $3,206,483 | |
| 7 | ARCC |
Ares Capital Corp
|
165,466 | $2,981,696 | |
| 8 | TROW |
Price T Rowe Group Inc
This page
|
31,592 | $2,847,702 |
All Filings in TROW
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,847,702 | 31,592 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,900,219 | 28,328 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,866,427 | 27,927 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,381,330 | 24,677 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,350,860 | 25,589 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,758,378 | 24,391 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,155,506 | 19,788 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,158,602 | 18,720 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,914,997 | 15,707 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,679,533 | 15,596 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,106,418 | 20,086 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,234,574 | 19,948 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,568,632 | 13,894 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,412,545 | 12,952 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,340,977 | 12,770 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,147,006 | 10,096 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $582,081 | 3,850 | Shares | Sole | 2022-05-06 | |
| 2021-03-31 | $466,580 | 2,719 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $397,398 | 2,625 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $329,781 | 2,572 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $330,609 | 2,677 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $300,371 | 3,076 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||