Position in TROW
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$387,796
+$80,870 QoQ
Shares Held
3,411
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#721
of 1,147 holders
Holding Since
Sep 2025
4 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, 2026Berman McAleer LLC holds $885,437 across 3 Asset Management names. TROW ranks #1 (43.8% 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $387,796 | 3,411 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $306,926 | 3,405 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $348,603 | 3,405 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $349,489 | 3,405 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||