Carolina Wealth Advisors, LLC

Position in TROW — Price T Rowe Group Inc

CIK 1786411 MYRTLE BEACH, SC

Position in TROW

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$2,695,589

+$534,032 QoQ

Shares Held

23,710

-1.1% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

1.70%

of 13F equity value

Holder Rank

#338

of 1,147 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Carolina Wealth Advisors, LLC holds $6,152,661 across 3 Asset Management names. TROW ranks #1 (43.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TROW	Price T Rowe Group Inc This page	23,710	$2,695,589
2	APAM	Artisan Partners Asset Management Inc.	56,577	$1,953,603
3	BX	Blackstone Inc.	12,777	$1,503,469

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,695,589	23,710	-1.1%	Shares	Sole	2026-07-09
2026-03-31	$2,161,557	23,980	+4048.8%	Shares	Sole	2026-04-07
2025-12-31	$59,175	578	+9.1%	Shares	Sole	2026-01-21
2025-09-30	$54,399	530	—	Shares	Sole	2025-10-07
No filing history on record for this holder in this stock.