Position in TROW
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$208,393
-$11,451 QoQ
Shares Held
1,833
-23.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#895
of 1,148 holders
Holding Since
Mar 2024
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TROW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026CENTRAL VALLEY ADVISORS, LLC holds $638,209 across 2 Asset Management names. TROW ranks #2 (32.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
447 | $429,816 | |
| 2 | TROW |
Price T Rowe Group Inc
This page
|
1,833 | $208,393 |
All Filings in TROW
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,393 | 1,833 | Shares | Sole | 2026-07-22 | |
| 2025-03-31 | $219,844 | 2,393 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $207,293 | 1,833 | Shares | Sole | 2025-01-15 | |
| 2024-03-31 | $223,479 | 1,833 | Shares | Sole | 2024-04-12 | |
| No filing history on record for this holder in this stock. | ||||||