BINGHAM PRIVATE WEALTH, LLC

Position in TROW — Price T Rowe Group Inc

CIK 2063211 SAN FRANCISCO, CA

Position in TROW

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$267,398

+$39,091 QoQ

Shares Held

2,352

+5.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#825

of 1,147 holders

Holding Since

Dec 2024

5 quarters on record

Voting authority Sole 0% Shared 91% None 9%

Financial Services · as of Jun 30, 2026

BINGHAM PRIVATE WEALTH, LLC holds $3,134,211 across 5 Asset Management names. TROW ranks #5 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BN	BROOKFIELD Corp /ON/	42,554	$1,812,374
2	KKR	KKR & Co. Inc.	4,550	$417,599
3	APO	Apollo Global Management, Inc.	2,775	$328,310
4	BX	Blackstone Inc.	2,622	$308,530
5	TROW	Price T Rowe Group Inc This page	2,352	$267,398

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$267,398	2,352	+5.5%	Shares	Defined	2026-08-11
2025-12-31	$228,307	2,230	-7.2%	Shares	Defined	2026-01-23
2025-06-30	$231,889	2,403	-1.8%	Shares	Defined	2025-07-23
2025-03-31	$224,714	2,446	-0.8%	Shares	Defined	2025-05-05
2024-12-31	$278,766	2,465	—	Shares	Defined	2025-05-05
No filing history on record for this holder in this stock.