RIA
TROW icon

Regal Investment Advisors’s T. Rowe Price TROW Stock Holding History

Regal Investment Advisors’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 		$267K Buy
2,345
+14
+0.6% +$1.43K 0.01% 599
2026
Q1 		$210K Buy
+2,331
New +$226K 0.01% 622
2024
Q1 		– Sell
-2,829
Closed -$305K – 602
2023
Q4 		$305K Sell
2,829
-1,970
-41% -$196K 0.02% 419
2023
Q3 		$503K Buy
4,799
+288
+6% +$32.4K 0.04% 293
2023
Q2 		$505K Buy
4,511
+1,854
+70% +$203K 0.04% 293
2023
Q1 		$300K Buy
2,657
+672
+34% +$76.8K 0.03% 394
2022
Q4 		$216K Buy
+1,985
New +$225K 0.02% 437
2016
Q1 		– Sell
-4,399
Closed -$314K – 281
2015
Q4 		$314K Buy
4,399
+14
+0.3% +$1.03K 0.08% 196
2015
Q3 		$304K Buy
4,385
+2,694
+159% +$200K 0.08% 189
2015
Q2 		$131K Buy
1,691
+308
+22% +$24.9K 0.04% 301
2015
Q1 		$112K Buy
1,383
+221
+19% +$18.2K 0.03% 325
2014
Q4 		$100K Buy
1,162
+333
+40% +$27.1K 0.03% 310
2014
Q3 		$65K Buy
+829
New +$66.5K 0.02% 377
2013
Q4 		– Sell
-12
Closed -$1K – 954
2013
Q3 		$1K Hold
12
– – ﹤0.01% 842
2013
Q2 		$1K Buy
+12
New +$896 ﹤0.01% 856

Other funds holding TROW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Regal Investment Advisors's TROW Position: Q2 2026 in Review

Regal Investment Advisors increased its T. Rowe Price (TROW) stake by 0.6% in Q2 2026, buying an estimated $1.43K and bringing the position to 2,345 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #599.

Regal Investment Advisors first reported a position in TROW in Q2 2013 and has held it in 15 quarters since. The position peaked at $505K in Q2 2023. 1,167 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

  • Regal Investment Advisors held 2,345 shares of T. Rowe Price worth $267K as of Q2 2026.
  • Regal Investment Advisors bought 14 T. Rowe Price shares in Q2 2026, an estimated $1.43K.
  • T. Rowe Price made up 0.01% of Regal Investment Advisors's portfolio in Q2 2026, its #599 holding.
  • Regal Investment Advisors first reported a position in T. Rowe Price in Q2 2013 and has held it in 15 quarters since.
  • Regal Investment Advisors's T. Rowe Price position peaked at $505K in Q2 2023.
  • 1,167 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.