SVB Wealth’s T. Rowe Price TROW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.56M Sell
40,142
-7,932
-16% -$811K 0.29% 72
2026
Q1
$4.33M Buy
48,074
+11,074
+30% +$1.07M 0.29% 79
2025
Q4
$3.79M Buy
37,000
+16,155
+78% +$1.67M 0.22% 92
2025
Q3
$2.14M Buy
20,845
+5,624
+37% +$591K 0.12% 147
2025
Q2
$1.47M Buy
15,221
+3,058
+25% +$281K 0.08% 186
2025
Q1
$1.12M Buy
12,163
+7,798
+179% +$824K 0.05% 147
2024
Q4
$494K Buy
+4,365
New +$505K 0.01% 424
2024
Q3
Sell
-2,293
Closed -$264K 559
2024
Q2
$264K Buy
2,293
+68
+3% +$7.82K 0.01% 597
2024
Q1
$271K Sell
2,225
-653
-23% -$72.9K 0.01% 665
2023
Q4
$310K Sell
2,878
-14
-0.5% -$1.39K 0.01% 618
2023
Q3
$303K Sell
2,892
-144
-5% -$16.2K 0.01% 608
2023
Q2
$340K Sell
3,036
-24,358
-89% -$2.67M 0.01% 617
2023
Q1
$3.09M Sell
27,394
-550
-2% -$62.9K 0.04% 211
2022
Q4
$3.05M Buy
27,944
+31
+0.1% +$3.51K 0.04% 220
2022
Q3
$2.93M Buy
27,913
+1,470
+6% +$175K 0.04% 212
2022
Q2
$3M Sell
26,443
-745
-3% -$94.7K 0.05% 187
2022
Q1
$4.11M Buy
27,188
+124
+0.5% +$19.1K 0.06% 163
2021
Q4
$5.32M Buy
27,064
+34
+0.1% +$6.91K 0.09% 142
2021
Q3
$5.32M Buy
27,030
+518
+2% +$109K 0.07% 161
2021
Q2
$5.25M Buy
26,512
+24
+0.1% +$4.49K 0.07% 166
2021
Q1
$4.54M Buy
26,488
+188
+0.7% +$30.8K 0.06% 165
2020
Q4
$3.98M Buy
26,300
+1,008
+4% +$144K 0.06% 175
2020
Q3
$3.24M Buy
25,292
+18
+0.1% +$2.38K 0.05% 176
2020
Q2
$3.12M Sell
25,274
-2,705
-10% -$308K 0.06% 169
2020
Q1
$2.73M Sell
27,979
-68
-0.2% -$8.33K 0.07% 157
2019
Q4
$3.42M Buy
28,047
+1,089
+4% +$129K 0.06% 160
2019
Q3
$3.08M Buy
26,958
+131
+0.5% +$14.6K 0.06% 166
2019
Q2
$2.94M Buy
26,827
+7
+0% +$736 0.1% 164
2019
Q1
$2.69M Sell
26,820
-71
-0.3% -$6.85K 0.11% 134
2018
Q4
$2.48M Buy
26,891
+14
+0.1% +$1.36K 0.11% 133
2018
Q3
$2.94M Buy
26,877
+36
+0.1% +$4.17K 0.1% 138
2018
Q2
$3.12M Sell
26,841
-107
-0.4% -$12.4K 0.12% 127
2018
Q1
$2.91M Hold
26,948
0.11% 140
2017
Q4
$2.83M Sell
26,948
-100
-0.4% -$9.75K 0.11% 146
2017
Q3
$2.45M Buy
27,048
+100
+0.4% +$8.27K 0.09% 163
2017
Q2
$2M Sell
26,948
-50
-0.2% -$3.58K 0.08% 188
2017
Q1
$1.84M Sell
26,998
-290
-1% -$20.6K 0.07% 191
2016
Q4
$2.05M Sell
27,288
-5,546
-17% -$393K 0.09% 180
2016
Q3
$2.18M Sell
32,834
-20,722
-39% -$1.44M 0.09% 183
2016
Q2
$3.91M Sell
53,556
-1,264
-2% -$94.1K 0.16% 133
2016
Q1
$4.03M Sell
54,820
-2,031
-4% -$141K 0.16% 133
2015
Q4
$4.06M Sell
56,851
-5,176
-8% -$380K 0.16% 137
2015
Q3
$4.31M Sell
62,027
-9,659
-13% -$716K 0.17% 136
2015
Q2
$5.57M Sell
71,686
-13,293
-16% -$1.07M 0.18% 136
2015
Q1
$6.88M Buy
84,979
+301
+0.4% +$24.8K 0.22% 117
2014
Q4
$7.27M Buy
+84,678
New +$6.9M 0.24% 110

Other funds holding TROW

SVB Wealth's TROW Position: Q2 2026 in Review

SVB Wealth reduced its T. Rowe Price (TROW) stake by 16% in Q2 2026, selling an estimated $811K and leaving 40,142 shares worth $4.56M. The position accounts for 0.29% of the portfolio, ranked #72.

SVB Wealth first reported a position in TROW in Q4 2014 and has held it in 46 quarters since. The position peaked at $7.27M in Q4 2014. 1,157 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

  • SVB Wealth held 40,142 shares of T. Rowe Price worth $4.56M as of Q2 2026.
  • SVB Wealth sold 7,932 T. Rowe Price shares in Q2 2026, an estimated $811K.
  • T. Rowe Price made up 0.29% of SVB Wealth's portfolio in Q2 2026, its #72 holding.
  • SVB Wealth first reported a position in T. Rowe Price in Q4 2014 and has held it in 46 quarters since.
  • SVB Wealth's T. Rowe Price position peaked at $7.27M in Q4 2014.
  • 1,157 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.