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Livermore
Livermore
ZHEN

BKD Wealth Advisors, LLC

SEC CIK
0001352864
Latest filing
Aug 10, 2026

TROW holding history

Price T Rowe Group Inc in every 13F filed by BKD Wealth Advisors, LLC, 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 Q2 2026 holdings

Shares (Q2 2026)
9,835
Value
$1.12M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of TROW by BKD Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,835$1.12M<0.1%−484−4.7%ReducedHolders
Q1 202610,319$930.2K<0.1%−520−4.8%ReducedHolders
Q4 202510,839$1.11M<0.1%−1,396−11.4%ReducedHolders
Q3 202512,235$1.26M<0.1%−925−7.0%ReducedHolders
Q2 202513,160$1.27M<0.1%−650−4.7%ReducedHolders
Q1 202513,810$1.27M<0.1%−348−2.5%ReducedHolders
Q4 202414,158$1.60M<0.1%−595−4.0%ReducedHolders
Q3 202414,753$1.61M<0.1%+173+1.2%AddedHolders
Q2 202414,580$1.68M<0.1%00.0%UnchangedHolders
Q1 202414,580$1.78M<0.1%−420−2.8%ReducedHolders
Q4 202315,000$1.62M<0.1%−648−4.1%ReducedHolders
Q3 202315,648$1.64M<0.1%−461−2.9%ReducedHolders
Q2 202316,109$1.80M0.1%−160−1.0%ReducedHolders
Q1 202316,269$1.84M0.1%+126+0.8%AddedHolders
Q4 202216,143$1.76M0.1%−884−5.2%ReducedHolders
Q3 202217,027$1.79M0.1%−589−3.3%ReducedHolders
Q2 202217,616$2.00M0.1%−739−4.0%ReducedHolders
Q1 202218,355$2.77M0.1%+395+2.2%AddedHolders
Q4 202117,960$3.53M0.1%−153−0.8%ReducedHolders
Q3 202118,113$3.56M0.2%−159−0.9%ReducedHolders
Q2 202118,272$3.62M0.2%−1,127−5.8%ReducedHolders
Q1 202119,399$3.33M0.2%––Holders

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