FCG
TROW icon

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

Financial Connections 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
2025
Q1 		– Sell
-15
Closed -$1K – 238
2024
Q4 		$1K Buy
+15
New +$1.74K ﹤0.01% 216

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.78B AUM 23.38% 1-Year Est. Return

Financial Connections Group's TROW Position: Q1 2025 in Review

Financial Connections Group sold out of T. Rowe Price (TROW) in Q1 2025, closing a stake of 15 shares — an estimated $1K sold.

Financial Connections Group first reported a position in TROW in Q4 2024 and held it in 1 quarter. The position peaked at $1K in Q4 2024. 1,084 funds tracked by Wall St. Rank hold TROW as of Q1 2025.

  • Financial Connections Group reported no remaining T. Rowe Price position as of Q1 2025 after selling out during the quarter.
  • Financial Connections Group sold 15 T. Rowe Price shares in Q1 2025, an estimated $1K.
  • Financial Connections Group first reported a position in T. Rowe Price in Q4 2024 and held it in 1 quarter.
  • Financial Connections Group's T. Rowe Price position peaked at $1K in Q4 2024.
  • 1,084 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2025.

Based on Financial Connections Group's 13F filing for Q1 2025, filed 9 May 2025.