Root Financial Partners
TROW icon

Root Financial Partners’s T. Rowe Price TROW Stock Holding History

Root Financial Partners’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 		$65.6K Buy
+630
New +$70.6K ﹤0.01% 942
2026
Q2 		– Sell
-387
Closed -$34.9K – 2965
2026
Q1 		$34.9K Buy
387
+16
+4% +$1.55K ﹤0.01% 1033
2025
Q4 		$38K Buy
371
+76
+26% +$7.84K ﹤0.01% 833
2025
Q3 		$30.3K Buy
+295
New +$31K ﹤0.01% 888

Other funds holding TROW

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UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Provident Trust Company
Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
L.K. Benson & Company
L.K. Benson & Company Baltimore, Maryland $337M AUM 7.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Root Financial Partners's TROW Position: Q3 2026 in Review

Root Financial Partners opened a new position in T. Rowe Price (TROW) in Q3 2026: 630 shares worth $65.6K. The stake represents ﹤0.01% of the portfolio and ranks #942 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TROW as recently as Q1 2026.

Root Financial Partners first reported a position in TROW in Q3 2025 and has held it in 4 quarters since. 773 funds tracked by Wall St. Rank hold TROW as of Q3 2026.

  • Root Financial Partners held 630 shares of T. Rowe Price worth $65.6K as of Q3 2026.
  • T. Rowe Price was a new Root Financial Partners position in Q3 2026.
  • T. Rowe Price made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #942 holding.
  • Root Financial Partners first reported a position in T. Rowe Price in Q3 2025 and has held it in 4 quarters since.
  • 773 funds tracked by Wall St. Rank held T. Rowe Price as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.