SIMS INVESTMENT MANAGEMENT, LLC
Position in TROW — Price T Rowe Group Inc
CIK 2053807
CINCINNATI, OH
Position in TROW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,069
New position
Shares Held
27
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#372
of 395 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026SIMS INVESTMENT MANAGEMENT, LLC holds $8,310,319 across 6 Asset Management names. TROW ranks #5 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
386,085 | $5,744,944 | |
| 2 | ETB |
Eaton Vance Tax-Managed Buy-Write Income Fund
|
100,475 | $1,561,381 | |
| 3 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
50,462 | $940,611 | |
| 4 | STT |
State Street Corp
|
348 | $59,020 | |
| 5 | TROW |
Price T Rowe Group Inc
This page
|
27 | $3,069 | |
| 6 | BX |
Blackstone Inc.
|
11 | $1,294 |
All Filings in TROW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,069 | 27 | Shares | Sole | 2026-07-21 | |
| No filing history on record for this holder in this stock. | ||||||