Envestnet Portfolio Solutions, Inc.

Position in TROW — Price T Rowe Group Inc

CIK 1998033 BERWYN, PA

Position in TROW

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$14,780,255

-$1,888,130 QoQ

Shares Held

163,970

+0.7% QoQ

Ownership

0.077%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Envestnet Portfolio Solutions, Inc. holds $51,217,220 across 22 Asset Management names. TROW ranks #1 (28.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TROW	Price T Rowe Group Inc This page	163,970	$14,780,255
2	BEN	Franklin Resources Inc	508,271	$12,005,361
3	BX	Blackstone Inc.	56,517	$6,498,889
4	BLK	BlackRock, Inc.	5,966	$5,737,561
5	BPRE	Bluerock Private Real Estate Fund	128,908	$2,141,161
6	RJF	Raymond James Financial Inc	12,901	$1,867,935
7	SEIC	Sei Investments Co	19,616	$1,539,267
8	AMP	Ameriprise Financial Inc	2,790	$1,239,876

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$14,780,255	163,970	+0.7%	Shares	Sole	2026-04-29
2025-12-31	$16,668,385	162,809	+0.9%	Shares	Sole	2026-02-06
2025-09-30	$16,557,782	161,319	+143.3%	Shares	Sole	2025-10-30
2025-06-30	$6,397,467	66,295	+11.5%	Shares	Sole	2025-07-25
2025-03-31	$5,464,519	59,481	-2.9%	Shares	Sole	2025-04-21
2024-12-31	$6,925,970	61,243	-9.0%	Shares	Sole	2025-02-10
2024-09-30	$7,329,681	67,288	-1.7%	Shares	Sole	2024-10-31
2024-06-30	$7,897,120	68,486	+4.5%	Shares	Sole	2024-07-16
2024-03-31	$7,989,905	65,534	+52.4%	Shares	Sole	2024-05-06
2023-12-31	$4,630,777	43,001	-22.0%	Shares	Sole	2024-02-07
2023-09-30	$5,780,958	55,125	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.