Position in ROST
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$337,580
+$116,835 QoQ
Shares Held
1,586
+55.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#960
of 1,411 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ROST Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026Root Financial Partners, LLC holds $1,076,294 across 2 Apparel Retail names. ROST ranks #2 (31.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
4,876 | $738,714 | |
| 2 | ROST |
Ross Stores, Inc.
This page
|
1,586 | $337,580 |
All Filings in ROST
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,580 | 1,586 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $220,745 | 1,019 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $148,255 | 823 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $108,958 | 715 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||