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Atomi Financial Group’s T. Rowe Price TROW Stock Holding History

Atomi Financial Group’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
Q1 		$293K Buy
3,248
+749
+30% +$72.6K 0.01% 955
2025
Q4 		$256K Buy
2,499
+229
+10% +$23.6K 0.01% 1023
2025
Q3 		$233K Buy
2,270
+196
+9% +$20.6K 0.01% 1032
2025
Q2 		$200K Buy
+2,074
New +$190K 0.01% 1049

Other funds holding TROW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atomi Financial Group's TROW Position: Q1 2026 in Review

Atomi Financial Group increased its T. Rowe Price (TROW) stake by 30% in Q1 2026, buying an estimated $72.6K and bringing the position to 3,248 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #955.

Atomi Financial Group first reported a position in TROW in Q2 2025 and has held it in 4 quarters since. 1,087 funds tracked by Wall St. Rank hold TROW as of Q1 2026.

  • Atomi Financial Group held 3,248 shares of T. Rowe Price worth $293K as of Q1 2026.
  • Atomi Financial Group bought 749 T. Rowe Price shares in Q1 2026, an estimated $72.6K.
  • T. Rowe Price made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #955 holding.
  • Atomi Financial Group first reported a position in T. Rowe Price in Q2 2025 and has held it in 4 quarters since.
  • 1,087 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.