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 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 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

Regal Investment Advisors's TROW Position: Q1 2026 in Review

Regal Investment Advisors opened a new position in T. Rowe Price (TROW) in Q1 2026: 2,331 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #622 among its holdings. This is a return to the name: Regal Investment Advisors previously reported a position in TROW as recently as Q4 2023.

Regal Investment Advisors first reported a position in TROW in Q2 2013 and has held it in 14 quarters since. The position peaked at $505K in Q2 2023. 1,089 funds tracked by Wall St. Rank hold TROW as of Q1 2026.

Regal Investment Advisors held 2,331 shares of T. Rowe Price worth $210K as of Q1 2026.
T. Rowe Price was a new Regal Investment Advisors position in Q1 2026.
T. Rowe Price made up 0.01% of Regal Investment Advisors's portfolio in Q1 2026, its #622 holding.
Regal Investment Advisors first reported a position in T. Rowe Price in Q2 2013 and has held it in 14 quarters since.
Regal Investment Advisors's T. Rowe Price position peaked at $505K in Q2 2023.
1,089 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.