EFS
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Essex Financial Services’s Tapestry TPR Stock Holding History

Essex Financial Services’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 		$390K Sell
2,662
-59
-2% -$8.45K 0.02% 569
2026
Q1 		$384K Sell
2,721
-69
-2% -$9.78K 0.02% 539
2025
Q4 		$356K Sell
2,790
-534
-16% -$61K 0.02% 550
2025
Q3 		$376K Buy
3,324
+113
+4% +$11.8K 0.02% 509
2025
Q2 		$282K Buy
3,211
+55
+2% +$4.17K 0.02% 568
2025
Q1 		$222K Sell
3,156
-111
-3% -$8.4K 0.02% 580
2024
Q4 		$213K Buy
+3,267
New +$178K 0.02% 587

Other funds holding TPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
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
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Essex Financial Services's TPR Position: Q2 2026 in Review

Essex Financial Services reduced its Tapestry (TPR) stake by 2.2% in Q2 2026, selling an estimated $8.45K and leaving 2,662 shares worth $390K. The position accounts for 0.02% of the portfolio, ranked #569.

Essex Financial Services first reported a position in TPR in Q4 2024 and has held it in 7 quarters since. 1,102 funds tracked by Wall St. Rank hold TPR as of Q2 2026.

  • Essex Financial Services held 2,662 shares of Tapestry worth $390K as of Q2 2026.
  • Essex Financial Services sold 59 Tapestry shares in Q2 2026, an estimated $8.45K.
  • Tapestry made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #569 holding.
  • Essex Financial Services first reported a position in Tapestry in Q4 2024 and has held it in 7 quarters since.
  • 1,102 funds tracked by Wall St. Rank held Tapestry as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.