Position in TROW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$594,257
+$125,530 QoQ
Shares Held
5,227
+0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#629
of 1,146 holders
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 5%
Shared 95%
None 0%
Common Shares in TROW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Lynx Investment Advisory holds $3,051,964 across 4 Asset Management names. TROW ranks #3 (19.5% of the industry book) .
All Filings in TROW
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $594,257 | 5,227 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $468,727 | 5,200 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $525,925 | 5,137 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $531,572 | 5,179 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $520,328 | 5,392 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $480,111 | 5,226 | Shares | Sole | 2025-06-16 | |
| 2024-06-30 | $29,288 | 254 | Shares | Sole | 2024-07-09 | |
| No filing history on record for this holder in this stock. | ||||||