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T. Rowe Price shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of T. Rowe Price (TROW) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in T. Rowe Price

Tip: Access up to 7 years of quarterly data

All positions including T. Rowe Price held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in T. Rowe Price by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $764k 8.5k 90.14
2025-12-31 $871k 8.5k 102.38

More positions owned by Beacon Financial Advisory

J P Morgan Exchange Traded F Equity Premium (JEPI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Tcw Etf Trust Flexible Income (FLXR)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
First Tr Exchange-traded SHS (FVD)
T Rowe Price Etf Cap Appreciation (TCAF)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Spdr Series Trust State Street Spd (SPYM)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Beacon Financial Advisory

Top funds holding T. Rowe Price

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Goldman Sachs Group
Charles Schwab Investment Management
Geode Capital Management
Fayez Sarofim & Co
Invesco
Morgan Stanley
First Trust Advisors
Northern Trust
UBS Group
Ubs Global Asset Management Americas

View all funds holding T. Rowe Price