Sound Financial Strategies Group’s T. Rowe Price TROW Stock Holding History

Sound Financial Strategies Group’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	$280K	Sell	3,105 -2,542	-45%	-$246K	0.19%	82
2025 Q4	$578K	Buy	+5,647	New	+$583K	0.41%	77
2025 Q2	–	Sell	-6,917	Closed	-$635K	–	101
2025 Q1	$635K	Sell	6,917 -612	-8%	-$64.7K	0.57%	75
2024 Q4	$851K	Buy	7,529 +1,018	+16%	+$118K	0.71%	36
2024 Q3	$709K	Buy	6,511 +165	+3%	+$18.1K	0.57%	57
2024 Q2	$732K	Buy	+6,346	New	+$730K	0.64%	29
2022 Q1	–	Sell	-3,001	Closed	-$590K	–	105
2021 Q4	$590K	Sell	3,001 -65	-2%	-$13.2K	0.3%	67
2021 Q3	$603K	Sell	3,066 -19	-0.6%	-$4K	0.3%	57
2021 Q2	$611K	Sell	3,085 -658	-18%	-$123K	0.3%	64
2021 Q1	$642K	Sell	3,743 -798	-18%	-$131K	0.33%	26
2020 Q4	$687K	Buy	+4,541	New	+$650K	0.38%	19

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

Sound Financial Strategies Group's TROW Position: Q1 2026 in Review

Sound Financial Strategies Group reduced its T. Rowe Price (TROW) stake by 45% in Q1 2026, selling an estimated $246K and leaving 3,105 shares worth $280K. The position accounts for 0.19% of the portfolio, ranked #82.

Sound Financial Strategies Group first reported a position in TROW in Q4 2020 and has held it in 11 quarters since. The position peaked at $851K in Q4 2024. 1,087 funds tracked by Wall St. Rank hold TROW as of Q1 2026.

Sound Financial Strategies Group held 3,105 shares of T. Rowe Price worth $280K as of Q1 2026.
Sound Financial Strategies Group sold 2,542 T. Rowe Price shares in Q1 2026, an estimated $246K.
T. Rowe Price made up 0.19% of Sound Financial Strategies Group's portfolio in Q1 2026, its #82 holding.
Sound Financial Strategies Group first reported a position in T. Rowe Price in Q4 2020 and has held it in 11 quarters since.
Sound Financial Strategies Group's T. Rowe Price position peaked at $851K in Q4 2024.
1,087 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.