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 Q2	$358K	Buy	3,151 +46	+1%	+$4.71K	0.23%	66
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Sound Financial Strategies Group's TROW Position: Q2 2026 in Review

Sound Financial Strategies Group increased its T. Rowe Price (TROW) stake by 1.5% in Q2 2026, buying an estimated $4.71K and bringing the position to 3,151 shares worth $358K. The position accounts for 0.23% of the portfolio, ranked #66.

Sound Financial Strategies Group first reported a position in TROW in Q4 2020 and has held it in 12 quarters since. The position peaked at $851K in Q4 2024. 1,170 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

Sound Financial Strategies Group held 3,151 shares of T. Rowe Price worth $358K as of Q2 2026.
Sound Financial Strategies Group bought 46 T. Rowe Price shares in Q2 2026, an estimated $4.71K.
T. Rowe Price made up 0.23% of Sound Financial Strategies Group's portfolio in Q2 2026, its #66 holding.
Sound Financial Strategies Group first reported a position in T. Rowe Price in Q4 2020 and has held it in 12 quarters since.
Sound Financial Strategies Group's T. Rowe Price position peaked at $851K in Q4 2024.
1,170 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.