IFWM
TROW icon

Institute for Wealth Management’s T. Rowe Price TROW Stock Holding History

Institute for Wealth 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 		$112K Buy
+984
New +$101K 0.01% 658

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
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LKBC
L.K. Benson & Company Baltimore, Maryland $332M AUM 19.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Institute for Wealth Management's TROW Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in T. Rowe Price (TROW) in Q2 2026: 984 shares worth $112K. The stake represents 0.01% of the portfolio and ranks #658 among its holdings.

688 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

  • Institute for Wealth Management held 984 shares of T. Rowe Price worth $112K as of Q2 2026.
  • T. Rowe Price was a new Institute for Wealth Management position in Q2 2026.
  • T. Rowe Price made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #658 holding.
  • 688 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.