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CWS Financial Advisors, LLC

SEC CIK
0001802459
Latest filing
Jul 30, 2026

TROW holding history

Price T Rowe Group Inc in every 13F filed by CWS 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 (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q1 2021
Holdings of TROW by CWS Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−4,933−100.0%Sold outHolders
Q4 20234,933$531.2K0.2%−1,048−17.5%ReducedHolders
Q3 20235,981$627.2K0.3%−32−0.5%ReducedHolders
Q2 20236,013$673.6K0.3%−153−2.5%ReducedHolders
Q1 20236,166$696.1K0.3%+4,556+283.0%AddedHolders
Q4 20221,610$276.0K0.1%−3,080−65.7%ReducedHolders
Q3 20224,690$492.0K0.2%−20.0%ReducedHolders
Q2 20224,692$533.0K0.2%+3,071+189.5%AddedHolders
Q1 20221,621$245.0K0.1%00.0%UnchangedHolders
Q4 20211,621$319.0K0.1%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 20211,545$306.0K0.1%−65−4.0%ReducedHolders
Q1 20211,610$276.0K0.1%––Holders

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