Position in TROW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$224,992
+$221,649 QoQ
Shares Held
1,979
+6724.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#873
of 1,147 holders
Holding Since
Jun 2024
2 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, 2026Triad Wealth Partners, LLC holds $1,927,667 across 4 Asset Management names. TROW ranks #4 (11.7% of the industry book) .
All Filings in TROW
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,992 | 1,979 | Shares | Sole | 2026-08-10 | |
| 2024-06-30 | $3,343 | 29 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||