Skip to main content

Evergreen Wealth Solutions, LLC

SEC CIK
0001904432
Latest filing
Aug 14, 2026

TROW holding history

Price T Rowe Group Inc in every 13F filed by Evergreen Wealth Solutions, 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)
77,486
Value
$8.62M
% of portfolio
0.5%
Quarters held
2
Since Q1 2026
Holdings of TROW by Evergreen Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202677,486$8.62M0.5%+18,664+31.7%AddedHolders
Q1 202658,822$5.30M0.4%+58,822NewHolders