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Plan Group Financial, LLC

SEC CIK
0001940033
Latest filing
Aug 3, 2026

TROW holding history

Price T Rowe Group Inc in every 13F filed by Plan Group Financial, 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)
3,234
Value
$367.7K
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of TROW by Plan Group Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,234$367.7K0.1%+826+34.3%AddedHolders
Q1 20262,408$217.1K0.1%+2,408NewHolders