BRWA
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B. Riley Wealth Advisors’s T. Rowe Price TROW Stock Holding History

B. Riley Wealth Advisors’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
Q2 		$353K Buy
+3,084
New +$315K 0.02% 572
2025
Q1 		– Sell
-2,519
Closed -$285K – 1419
2024
Q4 		$285K Buy
2,519
+272
+12% +$31.5K 0.01% 886
2024
Q3 		$242K Sell
2,247
-230
-9% -$25.3K 0.01% 1059
2024
Q2 		$286K Sell
2,477
-1,481
-37% -$170K 0.01% 1053
2024
Q1 		$415K Buy
3,958
+997
+34% +$111K 0.01% 887
2023
Q4 		$319K Sell
2,961
-997
-25% -$99.3K 0.01% 1023
2023
Q3 		$415K Buy
3,958
+151
+4% +$17K 0.01% 887
2023
Q2 		$426K Sell
3,807
-501
-12% -$54.9K 0.01% 936
2023
Q1 		$486K Buy
4,308
+1,670
+63% +$191K 0.01% 813
2022
Q4 		$288K Buy
2,638
+441
+20% +$49.9K 0.01% 1064
2022
Q3 		$231K Buy
+2,197
New +$262K 0.01% 1161
2022
Q1 		– Sell
-3,765
Closed -$741K – 1504
2021
Q4 		$741K Buy
3,765
+178
+5% +$36.2K 0.02% 634
2021
Q3 		$706K Sell
3,587
-266
-7% -$56K 0.02% 642
2021
Q2 		$761K Buy
+3,853
New +$720K 0.02% 608
2021
Q1 		– Sell
-2,227
Closed -$337K – 1414
2020
Q4 		$337K Sell
2,227
-698
-24% -$99.9K 0.02% 695
2020
Q3 		$375K Sell
2,925
-317
-10% -$41.9K 0.02% 640
2020
Q2 		$401K Buy
3,242
+379
+13% +$43.2K 0.03% 529
2020
Q1 		$280K Buy
2,863
+109
+4% +$13.3K 0.02% 564
2019
Q4 		$336K Buy
+2,754
New +$325K 0.03% 554
2015
Q3 		– Sell
-6,437
Closed -$501K – 608
2015
Q2 		$501K Sell
6,437
-1,465
-19% -$118K 0.12% 205
2015
Q1 		$640K Buy
7,902
+227
+3% +$18.7K 0.16% 169
2014
Q4 		$6.51M Buy
+7,675
New +$626K 0.14% 174
2014
Q3 		– Sell
-8,090
Closed -$683K – 1782
2014
Q2 		$683K Buy
+8,090
New +$660K 0.16% 142

Other funds holding TROW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

B. Riley Wealth Advisors's TROW Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in T. Rowe Price (TROW) in Q2 2026: 3,084 shares worth $353K. The stake represents 0.02% of the portfolio and ranks #572 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in TROW as recently as Q4 2024.

B. Riley Wealth Advisors first reported a position in TROW in Q2 2014 and has held it in 23 quarters since. The position peaked at $6.51M in Q4 2014. 1,167 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

  • B. Riley Wealth Advisors held 3,084 shares of T. Rowe Price worth $353K as of Q2 2026.
  • T. Rowe Price was a new B. Riley Wealth Advisors position in Q2 2026.
  • T. Rowe Price made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #572 holding.
  • B. Riley Wealth Advisors first reported a position in T. Rowe Price in Q2 2014 and has held it in 23 quarters since.
  • B. Riley Wealth Advisors's T. Rowe Price position peaked at $6.51M in Q4 2014.
  • 1,167 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.