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

Plan Group 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	$368K	Buy	3,234 +826	+34%	+$84.5K	0.08%	149
2026 Q1	$217K	Buy	+2,408	New	+$233K	0.05%	210

Other funds holding TROW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Plan Group Financial's TROW Position: Q2 2026 in Review

Plan Group Financial increased its T. Rowe Price (TROW) stake by 34% in Q2 2026, buying an estimated $84.5K and bringing the position to 3,234 shares worth $368K. The position accounts for 0.08% of the portfolio, ranked #149.

Plan Group Financial first reported a position in TROW in Q1 2026 and has held it in 2 quarters since. 1,164 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

Plan Group Financial held 3,234 shares of T. Rowe Price worth $368K as of Q2 2026.
Plan Group Financial bought 826 T. Rowe Price shares in Q2 2026, an estimated $84.5K.
T. Rowe Price made up 0.08% of Plan Group Financial's portfolio in Q2 2026, its #149 holding.
Plan Group Financial first reported a position in T. Rowe Price in Q1 2026 and has held it in 2 quarters since.
1,164 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.