Peak Retirement Planning, Inc.
PensionPosition in TROW — Price T Rowe Group Inc
CIK 2056697
COLUMBUS, OH
Position in TROW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,516,772
+$1,200,174 QoQ
Shares Held
30,933
+20.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#304
of 1,155 holders
Holding Since
Dec 2024
7 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, 2026Peak Retirement Planning, Inc. holds $3,776,431 across 2 Asset Management names. TROW ranks #1 (93.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
This page
|
30,933 | $3,516,772 | |
| 2 | NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
|
20,723 | $259,659 |
All Filings in TROW
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,516,772 | 30,933 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,316,598 | 25,700 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,018,216 | 19,713 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,633,515 | 15,915 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,319,637 | 13,675 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $885,718 | 9,641 | Shares | Sole | 2025-11-04 | |
| 2024-12-31 | $1,215,378 | 10,747 | Shares | Sole | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||