Position in TROW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$240,454
+$24,945 QoQ
Shares Held
2,115
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#860
of 1,147 holders
Holding Since
Mar 2022
12 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, 2026SC&H Financial Advisors, Inc. holds $475,323 across 2 Asset Management names. TROW ranks #1 (50.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
This page
|
2,115 | $240,454 | |
| 2 | BX |
Blackstone Inc.
|
1,996 | $234,869 |
All Filings in TROW
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,454 | 2,115 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $215,509 | 2,105 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $215,646 | 2,101 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $365,735 | 3,790 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $347,727 | 3,785 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $427,480 | 3,780 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $213,393 | 1,959 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $205,136 | 1,779 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $216,895 | 1,779 | Shares | Sole | 2024-05-02 | |
| 2023-03-31 | $200,849 | 1,779 | Shares | Sole | 2023-05-12 | |
| 2022-06-30 | $202,112 | 1,779 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $268,967 | 1,779 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||