SEC 13F Intelligence

Carolina Wealth Advisors, LLC / TROW

Carolina Wealth Advisors, LLC’s Price T Rowe Group Inc Position

Does Carolina Wealth Advisors, LLC own Price T Rowe Group Inc (TROW)? Yes — 23.7K shares worth $3M (+1.06% of its 13F portfolio) as of Q2 2026, down from 24.0K shares the prior filed quarter.

Position Value
$3M
Q2 2026
Shares
23.7K
% of Portfolio
+1.06%
Quarters Held
4
currently held

Position History TROW

Reported value by quarter
Q3 ’25: $54,399Q3 ’25Q4 ’25: $59,176Q4 ’25Q1 ’26: $2MQ1 ’26Q2 ’26: $3MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202623.7K$3M+1.06%
Q1 202624.0K$2M+0.90%
Q4 2025578$59,176+0.03%
Q3 2025530$54,399+0.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Carolina Wealth Advisors, LLC’s full portfolio or all institutional holders of TROW.