KFP
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Keener Financial Planning’s T. Rowe Price TROW Stock Holding History

Keener Financial Planning’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
2025
Q4 		– Sell
-600
Closed -$61K – 194
2025
Q3 		$61K Hold
600
– – 0.03% 92
2025
Q2 		$57K Hold
600
– – 0.03% 94
2025
Q1 		$55K Hold
600
– – 0.04% 77
2024
Q4 		$67K Hold
600
– – 0.04% 83
2024
Q3 		$65K Hold
600
– – 0.04% 74
2024
Q2 		$69K Hold
600
– – 0.05% 78
2024
Q1 		$74K Hold
600
– – 0.05% 75
2023
Q4 		$65K Buy
+600
New +$59.8K 0.05% 81

Other funds holding TROW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Keener Financial Planning's TROW Position: Q4 2025 in Review

Keener Financial Planning sold out of T. Rowe Price (TROW) in Q4 2025, closing a stake of 600 shares — an estimated $61K sold.

Keener Financial Planning first reported a position in TROW in Q4 2023 and held it in 8 quarters. The position peaked at $74K in Q1 2024. 1,126 funds tracked by Wall St. Rank hold TROW as of Q4 2025.

  • Keener Financial Planning reported no remaining T. Rowe Price position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 600 T. Rowe Price shares in Q4 2025, an estimated $61K.
  • Keener Financial Planning first reported a position in T. Rowe Price in Q4 2023 and held it in 8 quarters.
  • Keener Financial Planning's T. Rowe Price position peaked at $74K in Q1 2024.
  • 1,126 funds tracked by Wall St. Rank held T. Rowe Price as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.