Legacy Financial Strategies, LLC TROW — PRICE T ROWE GROUP INC

Ownership history in Legacy Financial Strategies, LLC  ·  32 quarters on record

AI Ownership Summary

Legacy Financial Strategies, LLC reported PRICE T ROWE GROUP INC (TROW) in 32 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.69% in 2024 Q1. The latest visible filing shows TROW at 0.32% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TROW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Legacy Financial Strategies, LLC's position in PRICE T ROWE GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

TROW was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.69% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TROW stock page Legacy Financial Strategies, LLC fund profile Legacy Financial Strategies, LLC full holdings
How Legacy Financial Strategies, LLC held TROW — position size vs. price
% of Fund (quarterly)    TROW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 17,573 +14,797 +533.0% 0.32% $1.8M 2026-01-23 $102.85
2025 Q3 ADDED — — — 2,776 +89 +3.3% 0.05% $285K 2025-11-06 $98.25
2025 Q2 REDUCED 87.8% +8.6% ❌ 2,687 -19,317 -87.8% 0.05% $259K 2025-07-10 $97.84
2025 Q1 REDUCED — — — 22,004 -215 -1.0% 0.44% $2.0M 2025-04-08 $75.26
2024 Q4 REDUCED — — — 22,219 -526 -2.3% 0.54% $2.5M 2025-01-28 $106.93
2024 Q3 REDUCED 5.2% +5.6% ❌ 22,745 -1,260 -5.2% 0.55% $2.5M 2024-10-18 $105.81
2024 Q2 ADDED — — — 24,005 +2,174 +10.0% 0.67% $2.8M 2024-07-10 $104.97
2024 Q1 ADDED — — — 21,831 +2,412 +12.4% 0.69% $2.7M 2024-04-10 $104.30
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TROW

As of 2026 Q2 — sorted by position size

R.H. Dinel Investment Counsel, Inc. 3Y 7Y 3.3% Martin Capital Partners, LLC 3Y 7Y 2.34% Keystone Financial Planning, Inc. 3Y 7Y 1.97% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 1.66% GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 3Y 7Y 1.41% ALKEME WEALTH, LLC 3Y 7Y 1.24% Carolina Wealth Advisors, LLC 3Y 1.06% Sky Investment Group LLC 3Y 7Y 0.79% Achmea Investment Management B.V. 3Y 7Y 0.77% Poehling Capital Management, INC. 3Y 7Y 0.73%

FAQ About Legacy Financial Strategies, LLC and TROW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Legacy Financial Strategies, LLC reported owning TROW?

Legacy Financial Strategies, LLC reported TROW across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported TROW position in Legacy Financial Strategies, LLC's portfolio?

The largest reported portfolio weight for TROW was 0.69% in 2024 Q1.

What is the latest reported TROW position on this page?

The most recent filing on this page is 2025 Q4, when Legacy Financial Strategies, LLC reported 17,573 shares, equal to 0.32% of portfolio, with an estimated market value of $1.8M.

What does the chart on this TROW ownership page compare?

The chart compares Legacy Financial Strategies, LLC's quarterly TROW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Legacy Financial Strategies, LLC time their TROW position?

Based on 13F filing dates vs. subsequent TROW price moves, Legacy Financial Strategies, LLC correctly timed 18 out of 31 reported position changes (58%). The annualised alpha on TROW relative to SPY over the holding period was -10.6%.

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