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 Q1	$217K	Buy	+2,408	New	+$233K	0.05%	210

Other funds holding TROW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Plan Group Financial's TROW Position: Q1 2026 in Review

Plan Group Financial opened a new position in T. Rowe Price (TROW) in Q1 2026: 2,408 shares worth $217K. The stake represents 0.05% of the portfolio and ranks #210 among its holdings.

1,088 funds tracked by Wall St. Rank hold TROW as of Q1 2026.

Plan Group Financial held 2,408 shares of T. Rowe Price worth $217K as of Q1 2026.
T. Rowe Price was a new Plan Group Financial position in Q1 2026.
T. Rowe Price made up 0.05% of Plan Group Financial's portfolio in Q1 2026, its #210 holding.
1,088 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.