Position in TROW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$258,872
+$16,216 QoQ
Shares Held
2,277
-15.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#835
of 1,145 holders
Holding Since
Dec 2025
3 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, 2026Sun Financial Inc holds $779,991 across 3 Asset Management names. TROW ranks #2 (33.2% of the industry book) .
All Filings in TROW
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,872 | 2,277 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $242,656 | 2,692 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $281,647 | 2,751 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||