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

LifeSteps 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 		$68.2K Buy
+600
New +$61.4K 0.03% 185

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

LifeSteps Financial's TROW Position: Q2 2026 in Review

LifeSteps Financial opened a new position in T. Rowe Price (TROW) in Q2 2026: 600 shares worth $68.2K. The stake represents 0.03% of the portfolio and ranks #185 among its holdings.

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

  • LifeSteps Financial held 600 shares of T. Rowe Price worth $68.2K as of Q2 2026.
  • T. Rowe Price was a new LifeSteps Financial position in Q2 2026.
  • T. Rowe Price made up 0.03% of LifeSteps Financial's portfolio in Q2 2026, its #185 holding.
  • 469 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.