Position in ROST
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$7,024
-$124 QoQ
Shares Held
33
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,327
of 1,411 holders
Holding Since
Sep 2025
4 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, 2026United Financial Planning Group LLC holds $20,053 across 2 Apparel Retail names. ROST ranks #2 (35.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
86 | $13,029 | |
| 2 | ROST |
Ross Stores, Inc.
This page
|
33 | $7,024 |
All Filings in ROST
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,024 | 33 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $7,148 | 33 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,404 | 30 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,571 | 30 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||