Position in ROST
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$733,906
+$126,259 QoQ
Shares Held
3,448
+22.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#779
of 1,411 holders
Holding Since
Dec 2020
12 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in ROST Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026Perigon Wealth Management, LLC holds $3,494,993 across 2 Apparel Retail names. ROST ranks #2 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
18,225 | $2,761,087 | |
| 2 | ROST |
Ross Stores, Inc.
This page
|
3,448 | $733,906 |
All Filings in ROST
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $733,906 | 3,448 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $607,647 | 2,805 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $490,701 | 2,724 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $376,250 | 2,469 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $259,880 | 2,037 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $212,514 | 1,663 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $254,436 | 1,682 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $258,877 | 1,720 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $221,758 | 1,526 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $232,321 | 1,583 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $224,468 | 1,622 | Shares | Sole | 2024-01-29 | |
| 2020-12-31 | $152,161 | 1,239 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||