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Purkiss Capital Advisors LLC

Position in TROW — Price T Rowe Group Inc

CIK 2053150 RIDGEFIELD, CT

Position in TROW

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$410,534
+$85,670 QoQ
Shares Held
3,611
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#705
of 1,145 holders
Holding Since
Sep 2025
4 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, 2026

Purkiss Capital Advisors LLC holds $1,207,404 across 4 Asset Management names. TROW ranks #1 (34.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TROW
Price T Rowe Group Inc
This page
3,611 $410,534

All Filings in TROW

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4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $410,534 3,611
2026-03-31 $324,864 3,604
2025-12-31 $286,254 2,796
2025-09-30 $296,526 2,889