Position in TJX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$403,735
+$100,307 QoQ
Shares Held
2,665
+40.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,960
of 2,736 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TJX Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026Ascentis Wealth Management, LLC holds $410,927 across 2 Apparel Retail names. TJX ranks #1 (98.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
This page
|
2,665 | $403,735 | |
| 2 | LULU |
lululemon athletica inc.
|
63 | $7,192 |
All Filings in TJX
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,735 | 2,665 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $303,428 | 1,900 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $251,445 | 1,637 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $144,246 | 998 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $103,605 | 839 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $150,421 | 1,235 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $8,697 | 72 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $9,990 | 85 | Shares | Sole | 2024-10-11 | |
| No filing history on record for this holder in this stock. | ||||||