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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

TROW holding history

Price T Rowe Group Inc in every 13F filed by Wetherby Asset Management Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TROW overviewAll 13F holders of TROWFull Q3 2025 holdings

Shares (Q3 2025)
2,705
Value
$277.6K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of TROW by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20252,705$277.6K<0.1%−40−1.5%ReducedHolders
Q2 20252,745$264.9K<0.1%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 20243,262$368.9K<0.1%−183−5.3%ReducedHolders
Q3 20243,445$375.3K<0.1%−383−10.0%ReducedHolders
Q2 20243,828$441.4K<0.1%−51−1.3%ReducedHolders
Q1 20243,879$472.9K<0.1%−63−1.6%ReducedHolders
Q4 20233,942$424.5K<0.1%−734−15.7%ReducedHolders
Q3 20234,676$490.4K<0.1%−405−8.0%ReducedHolders
Q2 20235,081$569.2K<0.1%−724−12.5%ReducedHolders
Q1 20235,805$655.4K<0.1%−69−1.2%ReducedHolders
Q4 20225,874$640.6K<0.1%+530+9.9%AddedHolders
Q3 20225,344$561.0K<0.1%−1,564−22.6%ReducedHolders
Q2 20226,908$785.0K0.1%+751+12.2%AddedHolders
Q1 20226,157$931.0K0.1%+377+6.5%AddedHolders
Q4 20215,780$1.14M0.1%+43+0.7%AddedHolders
Q3 20215,737$1.13M0.1%+34+0.6%AddedHolders
Q2 20215,703$1.13M0.1%+73+1.3%AddedHolders
Q1 20215,630$966.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.