PSFG
TROW icon

Park Square Financial Group’s T. Rowe Price TROW Stock Holding History

Park Square Financial Group’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
Q3 		– Sell
-334
Closed -$32.2K – 888
2025
Q2 		$32.2K Hold
334
– – 0.02% 366
2025
Q1 		$30.7K Sell
334
-208
-38% -$22K 0.02% 346
2024
Q4 		$61.3K Buy
+542
New +$62.8K 0.04% 243

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Park Square Financial Group's TROW Position: Q3 2025 in Review

Park Square Financial Group sold out of T. Rowe Price (TROW) in Q3 2025, closing a stake of 334 shares — an estimated $32.2K sold.

Park Square Financial Group first reported a position in TROW in Q4 2024 and held it in 3 quarters. The position peaked at $61.3K in Q4 2024. 1,079 funds tracked by Wall St. Rank hold TROW as of Q3 2025.

  • Park Square Financial Group reported no remaining T. Rowe Price position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 334 T. Rowe Price shares in Q3 2025, an estimated $32.2K.
  • Park Square Financial Group first reported a position in T. Rowe Price in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's T. Rowe Price position peaked at $61.3K in Q4 2024.
  • 1,079 funds tracked by Wall St. Rank held T. Rowe Price as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.