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T. Rowe Price mutual funds - shares owned by Sontag Advisory

Quarter-by-quarter ownership of T. Rowe Price mutual funds - (TBCIX) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in T. Rowe Price mutual funds -

Tip: Access up to 7 years of quarterly data

All positions including T. Rowe Price mutual funds - held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in T. Rowe Price mutual funds - by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $446k 2.1k 213.22

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Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Series Trust St Str P500etf (SPYM)
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Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
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Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Sontag Advisory

Top funds holding T. Rowe Price mutual funds -

First Merchants Bank, National Association
Fulton Bank, NA
North Star Asset Management
Wall Street Access Asset Management
Sontag Advisory
Richardson Financial Services
NBT Bank

View all funds holding T. Rowe Price mutual funds -