SFS
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Sunrise Financial Services’s T. Rowe Price TROW Stock Holding History

Sunrise Financial Services’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 		$455 Buy
+4
New +$409 ﹤0.01% 548

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Vanguard Portfolio Management
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Sunrise Financial Services's TROW Position: Q2 2026 in Review

Sunrise Financial Services opened a new position in T. Rowe Price (TROW) in Q2 2026: 4 shares worth $455. The stake represents ﹤0.01% of the portfolio and ranks #548 among its holdings.

1,157 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

  • Sunrise Financial Services held 4 shares of T. Rowe Price worth $455 as of Q2 2026.
  • T. Rowe Price was a new Sunrise Financial Services position in Q2 2026.
  • T. Rowe Price made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #548 holding.
  • 1,157 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.