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Coordinated Financial Services’s T. Rowe Price TROW Stock Holding History

Coordinated Financial Services’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 		$310K Buy
3,440
+675
+24% +$65.4K 0.18% 140
2025
Q4 		$283K Buy
2,765
+440
+19% +$45.4K 0.16% 139
2025
Q3 		$239K Buy
2,325
+50
+2% +$5.25K 0.15% 142
2025
Q2 		$220K Buy
+2,275
New +$209K 0.15% 140

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

Coordinated Financial Services's TROW Position: Q1 2026 in Review

Coordinated Financial Services increased its T. Rowe Price (TROW) stake by 24% in Q1 2026, buying an estimated $65.4K and bringing the position to 3,440 shares worth $310K. The position accounts for 0.18% of the portfolio, ranked #140.

Coordinated Financial Services 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.

  • Coordinated Financial Services held 3,440 shares of T. Rowe Price worth $310K as of Q1 2026.
  • Coordinated Financial Services bought 675 T. Rowe Price shares in Q1 2026, an estimated $65.4K.
  • T. Rowe Price made up 0.18% of Coordinated Financial Services's portfolio in Q1 2026, its #140 holding.
  • Coordinated Financial Services 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 Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.