Center for Financial Planning’s Tapestry TPR Stock Holding History

Center for Financial Planning’s Portfolio TPR Stock Details TPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$52.1K	Hold	356	–	–	﹤0.01%	313
2026 Q1	$50.2K	Hold	356	–	–	0.01%	299
2025 Q4	$45.5K	Hold	356	–	–	﹤0.01%	310
2025 Q3	$40.3K	Hold	356	–	–	﹤0.01%	331
2025 Q2	$31.3K	Hold	356	–	–	﹤0.01%	346
2025 Q1	$25.1K	Hold	356	–	–	﹤0.01%	365
2024 Q4	$23.3K	Hold	356	–	–	﹤0.01%	332
2024 Q3	$16.7K	Hold	356	–	–	﹤0.01%	349
2024 Q2	$15.2K	Hold	356	–	–	﹤0.01%	343
2024 Q1	$16.9K	Buy	+356	New	+$15.3K	﹤0.01%	343

Other funds holding TPR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Center for Financial Planning's TPR Position: Q2 2026 in Review

Center for Financial Planning held its Tapestry (TPR) position steady in Q2 2026 at 356 shares worth $52.1K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Center for Financial Planning first reported a position in TPR in Q1 2024 and has held it in 10 quarters since. 1,102 funds tracked by Wall St. Rank hold TPR as of Q2 2026.

Center for Financial Planning held 356 shares of Tapestry worth $52.1K as of Q2 2026.
Center for Financial Planning left its Tapestry share count unchanged in Q2 2026.
Tapestry made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #313 holding.
Center for Financial Planning first reported a position in Tapestry in Q1 2024 and has held it in 10 quarters since.
1,102 funds tracked by Wall St. Rank held Tapestry as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.