Sound Financial Strategies Group, LLC
Position in TROW — Price T Rowe Group Inc
CIK 1800620
MADISON, MS
Position in TROW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$358,237
+$78,353 QoQ
Shares Held
3,151
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#752
of 1,153 holders
Holding Since
Dec 2020
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TROW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Sound Financial Strategies Group, LLC holds $1,245,631 across 3 Asset Management names. TROW ranks #3 (28.8% of the industry book) .
All Filings in TROW
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,237 | 3,151 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $279,884 | 3,105 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $578,139 | 5,647 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $635,464 | 6,917 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $851,454 | 7,529 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $709,243 | 6,511 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $731,757 | 6,346 | Shares | Sole | 2024-08-12 | |
| 2021-09-30 | $603,082 | 3,066 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $610,737 | 3,085 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $642,298 | 3,743 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $687,461 | 4,541 | Shares | Sole | 2021-01-22 | |
| No filing history on record for this holder in this stock. | ||||||