Position in TROW
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,596,776
+$336,891 QoQ
Shares Held
14,045
+0.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#428
of 1,147 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in TROW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Drucker Wealth 3.0, LLC holds $5,627,722 across 5 Asset Management names. TROW ranks #2 (28.4% of the industry book) .
All Filings in TROW
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,596,776 | 14,045 | Shares | Other | 2026-07-13 | |
| 2026-03-31 | $1,259,885 | 13,977 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $1,476,113 | 14,418 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $1,477,194 | 14,392 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $650,120 | 6,737 | Shares | Other | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||