IF
TROW icon

IRON Financial’s T. Rowe Price TROW Stock Holding History

IRON Financial’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 		$302K Buy
2,659
+162
+6% +$16.6K 0.12% 105
2026
Q1 		$225K Buy
2,497
+454
+22% +$44K 0.1% 124
2025
Q4 		$209K Sell
2,043
-14
-0.7% -$1.45K 0.1% 127
2025
Q3 		$211K Buy
+2,057
New +$216K 0.1% 127

Other funds holding TROW

PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
LKBC
L.K. Benson & Company Baltimore, Maryland $332M AUM 19.03% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $416M AUM

IRON Financial's TROW Position: Q2 2026 in Review

IRON Financial increased its T. Rowe Price (TROW) stake by 6.5% in Q2 2026, buying an estimated $16.6K and bringing the position to 2,659 shares worth $302K. The position accounts for 0.12% of the portfolio, ranked #105.

IRON Financial first reported a position in TROW in Q3 2025 and has held it in 4 quarters since. 503 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

  • IRON Financial held 2,659 shares of T. Rowe Price worth $302K as of Q2 2026.
  • IRON Financial bought 162 T. Rowe Price shares in Q2 2026, an estimated $16.6K.
  • T. Rowe Price made up 0.12% of IRON Financial's portfolio in Q2 2026, its #105 holding.
  • IRON Financial first reported a position in T. Rowe Price in Q3 2025 and has held it in 4 quarters since.
  • 503 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.