Plan Group Financial
TROW icon

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
Q3 		$407K Buy
3,988
+754
+23% +$84.5K 0.08% 146
2026
Q2 		$368K Buy
3,234
+826
+34% +$84.5K 0.08% 149
2026
Q1 		$217K Buy
+2,408
New +$233K 0.05% 210

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AssetMark Inc
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Vest Financial
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Anchyra Partners
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Fort Washington Investment Advisors
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Wealth Enhancement Advisory Services
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Wedge Capital Management
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Plan Group Financial's TROW Position: Q3 2026 in Review

Plan Group Financial increased its T. Rowe Price (TROW) stake by 23% in Q3 2026, buying an estimated $84.5K and bringing the position to 3,988 shares worth $407K. The position accounts for 0.08% of the portfolio, ranked #146.

Plan Group Financial first reported a position in TROW in Q1 2026 and has held it in 3 quarters since. 336 funds tracked by Wall St. Rank hold TROW as of Q3 2026.

  • Plan Group Financial held 3,988 shares of T. Rowe Price worth $407K as of Q3 2026.
  • Plan Group Financial bought 754 T. Rowe Price shares in Q3 2026, an estimated $84.5K.
  • T. Rowe Price made up 0.08% of Plan Group Financial's portfolio in Q3 2026, its #146 holding.
  • Plan Group Financial first reported a position in T. Rowe Price in Q1 2026 and has held it in 3 quarters since.
  • 336 funds tracked by Wall St. Rank held T. Rowe Price as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.