Position in ROST
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,662,145
+$35,687 QoQ
Shares Held
7,809
+4.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#609
of 1,411 holders
Holding Since
Mar 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ROST Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026Cyndeo Wealth Partners, LLC holds $18,897,542 across 2 Apparel Retail names. ROST ranks #2 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
113,765 | $17,235,397 | |
| 2 | ROST |
Ross Stores, Inc.
This page
|
7,809 | $1,662,145 |
All Filings in ROST
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,662,145 | 7,809 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,626,458 | 7,508 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $215,447 | 1,196 | Shares | Sole | 2026-01-07 | |
| 2024-12-31 | $200,735 | 1,327 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $214,928 | 1,428 | Shares | Sole | 2024-10-18 | |
| 2024-03-31 | $201,648 | 1,374 | Shares | Sole | 2024-04-17 | |
| No filing history on record for this holder in this stock. | ||||||