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Brendel Financial Advisors LLC

SEC CIK
0001768065
Latest filing
Jul 31, 2026

TROW holding history

Price T Rowe Group Inc in every 13F filed by Brendel Financial 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 (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2021
Holdings of TROW by Brendel Financial Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−30,904−100.0%Sold outHolders
Q2 202530,904$2.98M1.7%+30,904NewHolders
Q2 20220$00.0%−7,383−100.0%Sold outHolders
Q1 20227,383$1.12M0.6%−2,473−25.1%ReducedHolders
Q4 20219,856$1.94M1.0%+297+3.1%AddedHolders
Q3 20219,559$1.88M2.2%+2,229+30.4%AddedHolders
Q2 20217,330$1.45M0.8%+1,845+33.6%AddedHolders
Q1 20215,485$941.0K0.6%––Holders

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