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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
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

PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
LKBC
L.K. Benson & Company Baltimore, Maryland $332M AUM 19.03% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $416M AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Root Financial Partners's TROW Position: Q2 2026 in Review

Root Financial Partners sold out of T. Rowe Price (TROW) in Q2 2026, closing a stake of 387 shares — an estimated $34.9K sold.

Root Financial Partners first reported a position in TROW in Q3 2025 and held it in 3 quarters. The position peaked at $38K in Q4 2025. 444 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

  • Root Financial Partners reported no remaining T. Rowe Price position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 387 T. Rowe Price shares in Q2 2026, an estimated $34.9K.
  • Root Financial Partners first reported a position in T. Rowe Price in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's T. Rowe Price position peaked at $38K in Q4 2025.
  • 444 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.