Quantum Financial Advisors, LLC

SEC CIK: 0001929139
Latest filing: Jul 8, 2026

SEC filings (opens in a new tab)

TROW holding history

Price T Rowe Group Inc in every 13F filed by Quantum 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 overview All 13F holders of TROW Full Q2 2026 holdings

Shares (Q2 2026): 2,350
Value: $267.2K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of TROW by Quantum Financial Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,350	$267.2K	<0.1%	−490−17.3%	Reduced	Holders
Q1 2026	2,840	$256.0K	<0.1%	−286−9.1%	Reduced	Holders
Q4 2025	3,126	$320.0K	<0.1%	+3,126	New	Holders