Lifeworks Advisors, LLC

Position in TROW — Price T Rowe Group Inc

CIK 1882132 GRAND RAPIDS, MI

Position in TROW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$256,143

+$15,019 QoQ

Shares Held

2,253

-15.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#839

of 1,147 holders

Holding Since

Sep 2023

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Lifeworks Advisors, LLC holds $923,197 across 4 Asset Management names. TROW ranks #2 (27.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BEN	Franklin Resources Inc	8,800	$292,776
2	TROW	Price T Rowe Group Inc This page	2,253	$256,143
3	BLK	BlackRock, Inc.	212	$203,850
4	DNP	Dnp Select Income Fund Inc	15,795	$170,428

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$256,143	2,253	-15.8%	Shares	Sole	2026-08-14
2026-03-31	$241,124	2,675	+1.7%	Shares	Sole	2026-05-04
2025-12-31	$269,259	2,630	+1.3%	Shares	Sole	2026-02-13
2025-09-30	$266,556	2,597	+9.0%	Shares	Sole	2025-11-12
2025-06-30	$229,959	2,383	+29.2%	Shares	Sole	2025-08-05
2024-12-31	$208,651	1,845	-24.2%	Shares	Sole	2025-02-07
2023-09-30	$255,358	2,435	—	Shares	Sole	2023-11-01
No filing history on record for this holder in this stock.