James T. Borello
TROW icon

James T. Borello’s T. Rowe Price TROW Stock Holding History

James T. Borello’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
Q3 		$1.77K Hold
17
– – ﹤0.01% 937
2026
Q2 		$1.93K Buy
+17
New +$1.74K ﹤0.01% 948
2026
Q1 		– Sell
-97
Closed -$9.9K – 1251
2025
Q4 		$9.9K Buy
97
+85
+708% +$8.77K ﹤0.01% 415
2025
Q3 		$1.23K Buy
+12
New +$1.26K ﹤0.01% 784

Other funds holding TROW

ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Provident Trust Company
Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return
L.K. Benson & Company
L.K. Benson & Company Baltimore, Maryland $337M AUM 7.96% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Marathon Capital Management
Marathon Capital Management Hunt Valley, Maryland $488M AUM 28.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

James T. Borello's TROW Position: Q3 2026 in Review

James T. Borello held its T. Rowe Price (TROW) position steady in Q3 2026 at 17 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #937.

James T. Borello first reported a position in TROW in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.9K in Q4 2025. 466 funds tracked by Wall St. Rank hold TROW as of Q3 2026.

  • James T. Borello held 17 shares of T. Rowe Price worth $1.77K as of Q3 2026.
  • James T. Borello left its T. Rowe Price share count unchanged in Q3 2026.
  • T. Rowe Price made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #937 holding.
  • James T. Borello first reported a position in T. Rowe Price in Q3 2025 and has held it in 4 quarters since.
  • James T. Borello's T. Rowe Price position peaked at $9.9K in Q4 2025.
  • 466 funds tracked by Wall St. Rank held T. Rowe Price as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.