MTM Investment Management, LLC
Position in TROW — Price T Rowe Group Inc
CIK 1831416
SPARTANBURG, SC
Position in TROW
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$289,439
-$34,798 QoQ
Shares Held
3,211
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 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, 2026MTM Investment Management, LLC holds $2,553,035 across 23 Asset Management names. TROW ranks #3 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
820 | $788,602 | |
| 2 | RJF |
Raymond James Financial Inc
|
2,752 | $398,462 | |
| 3 | TROW |
Price T Rowe Group Inc
This page
|
3,211 | $289,439 | |
| 4 | AMP |
Ameriprise Financial Inc
|
626 | $278,194 | |
| 5 | CEF |
Sprott Physical Gold & Silver Trust
|
5,000 | $238,600 | |
| 6 | BX |
Blackstone Inc.
|
909 | $104,525 | |
| 7 | GAB |
Gabelli Equity Trust Inc
|
13,530 | $75,768 | |
| 8 | DSU |
Blackrock Debt Strategies Fund, Inc.
|
6,457 | $61,922 |
All Filings in TROW
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $289,439 | 3,211 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $324,237 | 3,167 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $314,078 | 3,060 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $317,871 | 3,294 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $248,967 | 2,710 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $275,826 | 2,439 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $275,375 | 2,528 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $282,855 | 2,453 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $289,803 | 2,377 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $272,024 | 2,526 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $285,875 | 2,726 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $302,229 | 2,698 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $315,894 | 2,798 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $270,686 | 2,482 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $265,990 | 2,533 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $239,944 | 2,112 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $302,682 | 2,002 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||