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Cornerstone Financial Management’s T. Rowe Price TROW Stock Holding History

Cornerstone Financial Management’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 		$10K Buy
88
+31
+54% +$3.17K 0.01% 467
2026
Q1 		$5.14K Buy
57
+13
+30% +$1.26K ﹤0.01% 470
2025
Q4 		$4.5K Buy
+44
New +$4.54K ﹤0.01% 455

Other funds holding TROW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Cornerstone Financial Management's TROW Position: Q2 2026 in Review

Cornerstone Financial Management increased its T. Rowe Price (TROW) stake by 54% in Q2 2026, buying an estimated $3.17K and bringing the position to 88 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #467.

Cornerstone Financial Management first reported a position in TROW in Q4 2025 and has held it in 3 quarters since. 1,169 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

  • Cornerstone Financial Management held 88 shares of T. Rowe Price worth $10K as of Q2 2026.
  • Cornerstone Financial Management bought 31 T. Rowe Price shares in Q2 2026, an estimated $3.17K.
  • T. Rowe Price made up 0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #467 holding.
  • Cornerstone Financial Management first reported a position in T. Rowe Price in Q4 2025 and has held it in 3 quarters since.
  • 1,169 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.