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

Independent Financial 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
2026
Q2 		$250K Sell
2,200
-235
-10% -$24K ﹤0.01% 1355
2026
Q1 		$219K Sell
2,435
-563
-19% -$54.5K ﹤0.01% 1337
2025
Q4 		$307K Buy
2,998
+188
+7% +$19.4K 0.01% 1138
2025
Q3 		$288K Sell
2,810
-500
-15% -$52.5K 0.01% 1111
2025
Q2 		$319K Buy
+3,310
New +$304K 0.01% 1001
2024
Q3 		– Sell
-3,070
Closed -$354K – 1196
2024
Q2 		$354K Buy
+3,070
New +$353K 0.01% 757

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

Independent Financial Group's TROW Position: Q2 2026 in Review

Independent Financial Group reduced its T. Rowe Price (TROW) stake by 9.7% in Q2 2026, selling an estimated $24K and leaving 2,200 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #1355.

Independent Financial Group first reported a position in TROW in Q2 2024 and has held it in 6 quarters since. The position peaked at $354K in Q2 2024. 1,159 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

  • Independent Financial Group held 2,200 shares of T. Rowe Price worth $250K as of Q2 2026.
  • Independent Financial Group sold 235 T. Rowe Price shares in Q2 2026, an estimated $24K.
  • T. Rowe Price made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1355 holding.
  • Independent Financial Group first reported a position in T. Rowe Price in Q2 2024 and has held it in 6 quarters since.
  • Independent Financial Group's T. Rowe Price position peaked at $354K in Q2 2024.
  • 1,159 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.