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Excelsior Advisor Network LLC

Position in TROW — Price T Rowe Group Inc

CIK 2110679 SCOTTSDALE, AZ

Position in TROW

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$446,915
New position
Shares Held
3,931
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#685
of 1,146 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Asset Management

Financial Services · as of Jun 30, 2026

Excelsior Advisor Network LLC holds $2,730,870 across 6 Asset Management names. TROW ranks #3 (16.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 TROW
Price T Rowe Group Inc
This page
3,931 $446,915

All Filings in TROW

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $446,915 3,931