Roehl & Yi Investment Advisors, LLC
Position in TROW — Price T Rowe Group Inc
CIK 2097566
Eugene, OR
Position in TROW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$766,611
+$176,555 QoQ
Shares Held
6,743
+3.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#575
of 1,146 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, 2026Roehl & Yi Investment Advisors, LLC holds $1,305,427 across 3 Asset Management names. TROW ranks #1 (58.7% of the industry book) .
All Filings in TROW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $766,611 | 6,743 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $590,056 | 6,546 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $593,189 | 5,794 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $616,455 | 6,006 | Shares | Sole | 2026-05-29 | |
| 2025-06-30 | $612,099 | 6,343 | Shares | Sole | 2026-05-29 | |
| 2025-03-31 | $579,515 | 6,308 | Shares | Sole | 2026-05-29 | |
| 2024-12-31 | $715,294 | 6,325 | Shares | Sole | 2026-05-29 | |
| No filing history on record for this holder in this stock. | ||||||