Quantum Financial Advisors, LLC
Position in TROW — Price T Rowe Group Inc
CIK 1929139
SANTA MONICA, CA
Position in TROW
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$267,171
+$11,174 QoQ
Shares Held
2,350
-17.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#287
of 440 holders
Holding Since
Dec 2025
3 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, 2026Quantum Financial Advisors, LLC holds $888,620 across 3 Asset Management names. TROW ranks #2 (30.1% of the industry book) .
All Filings in TROW
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,171 | 2,350 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $255,997 | 2,840 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $320,039 | 3,126 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||