AE Wealth Management LLC

Position in TROW — Price T Rowe Group Inc

CIK 1697723 TOPEKA, KS

Position in TROW

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$33,266,317

+$5,691,215 QoQ

Shares Held

369,052

+37.0% QoQ

Ownership

0.172%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

21 quarters on record

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

Financial Services · as of Mar 31, 2026

AE Wealth Management LLC holds $127,090,964 across 49 Asset Management names. TROW ranks #1 (26.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TROW	Price T Rowe Group Inc This page	369,052	$33,266,317
2	PFG	Principal Financial Group Inc	227,548	$20,504,319
3	PSLV	Sprott Physical Silver Trust	577,520	$14,085,712
4	STT	State Street Corp	58,756	$7,436,148
5	PDI	PIMCO Dynamic Income Fund	338,360	$5,789,339
6	CEF	Sprott Physical Gold & Silver Trust	118,243	$5,642,555
7	ARCC	Ares Capital Corp	278,472	$5,018,064
8	PHYS	Sprott Physical Gold Trust	88,641	$3,141,436

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$33,266,317	369,052	+37.0%	Shares	Other	2026-05-13
2025-12-31	$27,575,102	269,341	+3.6%	Shares	Other	2026-01-26
2025-09-30	$26,695,819	260,092	+6.1%	Shares	Other	2025-11-03
2025-06-30	$23,646,058	245,037	+11027.9%	Shares	Other	2025-08-06
2025-03-31	$202,294	2,202	-16.7%	Shares	Other	2025-05-06
2024-06-30	$304,989	2,645	-88.0%	Shares	Other	2024-08-12
2023-12-31	$2,376,287	22,066	+85.8%	Shares	Sole	2024-02-14
2023-09-30	$1,245,645	11,878	+19.2%	Shares	Sole	2023-10-11
2023-06-30	$1,116,167	9,964	-13.0%	Shares	Sole	2023-07-10
2023-03-31	$1,292,366	11,447	-3.6%	Shares	Sole	2023-04-14
2022-12-31	$1,294,869	11,873	-8.0%	Shares	Sole	2023-01-31
2022-09-30	$1,355,574	12,909	+7.1%	Shares	Sole	2022-10-25
2022-06-30	$1,369,795	12,057	+3.3%	Shares	Sole	2022-08-03
2022-03-31	$1,764,840	11,673	-58.3%	Shares	Sole	2022-04-18
2021-09-30	$5,510,747	28,016	-2.9%	Shares	Sole	2021-11-01
2021-06-30	$5,711,236	28,849	+6.3%	Shares	Sole	2021-07-21
2021-03-31	$4,657,052	27,139	+13.1%	Shares	Sole	2021-04-27
2020-12-31	$3,632,148	23,992	+13.4%	Shares	Sole	2021-02-01
2020-09-30	$2,712,878	21,158	-16.0%	Shares	Sole	2020-11-06
2020-06-30	$3,112,200	25,200	+205.5%	Shares	Sole	2020-08-05
2020-03-31	$805,612	8,250	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.