Coordinated Financial Services, Inc.
Position in TROW — Price T Rowe Group Inc
CIK 2055532
DENVER, CO
Position in TROW
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$310,081
+$27,001 QoQ
Shares Held
3,440
+24.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TROW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Coordinated Financial Services, Inc. holds $1,027,136 across 3 Asset Management names. TROW ranks #2 (30.2% of the industry book) .
All Filings in TROW
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $310,081 | 3,440 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $283,080 | 2,765 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $238,638 | 2,325 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $219,537 | 2,275 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||