SPL
TROW icon

Superior Planning, LLC’s T. Rowe Price TROW Stock Holding History

Superior Planning, LLC’s Portfolio TROW Stock Details TROW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.02K Buy
+29
New +$3.25K ﹤0.01% 1403

Other funds holding TROW

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $41.7B AUM 20.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Superior Planning, LLC's TROW Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in T. Rowe Price (TROW) in Q3 2026: 29 shares worth $3.02K. The stake represents ﹤0.01% of the portfolio and ranks #1403 among its holdings.

883 funds tracked by Wall St. Rank hold TROW as of Q3 2026.

  • Superior Planning, LLC held 29 shares of T. Rowe Price worth $3.02K as of Q3 2026.
  • T. Rowe Price was a new Superior Planning, LLC position in Q3 2026.
  • T. Rowe Price made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1403 holding.
  • 883 funds tracked by Wall St. Rank held T. Rowe Price as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.