BPI
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BFC Planning, Inc.’s T. Rowe Price TROW Stock Holding History

BFC Planning, Inc.’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 		$185K Buy
1,630
+809
+99% +$82.7K 0.01% 962
2026
Q1 		$74K Buy
821
+1
+0.1% +$97 ﹤0.01% 1202
2025
Q4 		$84K Buy
820
+1
+0.1% +$103 ﹤0.01% 1170
2025
Q3 		$84.1K Sell
819
-43
-5% -$4.52K 0.01% 988
2025
Q2 		$83.2K Sell
862
-659
-43% -$60.5K 0.01% 957
2025
Q1 		$140K Buy
1,521
+44
+3% +$4.65K 0.01% 749
2024
Q4 		$167K Buy
+1,477
New +$171K 0.01% 680

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 $1.92T AUM 36.1% 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

BFC Planning, Inc.'s TROW Position: Q2 2026 in Review

BFC Planning, Inc. increased its T. Rowe Price (TROW) stake by 99% in Q2 2026, buying an estimated $82.7K and bringing the position to 1,630 shares worth $185K. The position accounts for 0.01% of the portfolio, ranked #962.

BFC Planning, Inc. first reported a position in TROW in Q4 2024 and has held it in 7 quarters since. 1,173 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

  • BFC Planning, Inc. held 1,630 shares of T. Rowe Price worth $185K as of Q2 2026.
  • BFC Planning, Inc. bought 809 T. Rowe Price shares in Q2 2026, an estimated $82.7K.
  • T. Rowe Price made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #962 holding.
  • BFC Planning, Inc. first reported a position in T. Rowe Price in Q4 2024 and has held it in 7 quarters since.
  • 1,173 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.