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Fi3 Financial Advisors’s Ross Stores ROST Stock Holding History

Fi3 Financial Advisors’s Portfolio ROST Stock Details ROST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$425K Buy
1,961
+428
+28% +$85.3K 0.12% 88
2025
Q4 		$276K Buy
+1,533
New +$256K 0.08% 134
2025
Q1 		– Sell
-1,452
Closed -$220K – 143
2024
Q4 		$220K Sell
1,452
-78
-5% -$11.5K 0.08% 111
2024
Q3 		$230K Buy
1,530
+65
+4% +$9.59K 0.09% 92
2024
Q2 		$213K Buy
+1,465
New +$203K 0.09% 78

Other funds holding ROST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fi3 Financial Advisors's ROST Position: Q1 2026 in Review

Fi3 Financial Advisors increased its Ross Stores (ROST) stake by 28% in Q1 2026, buying an estimated $85.3K and bringing the position to 1,961 shares worth $425K. The position accounts for 0.12% of the portfolio, ranked #88.

Fi3 Financial Advisors first reported a position in ROST in Q2 2024 and has held it in 5 quarters since. 1,350 funds tracked by Wall St. Rank hold ROST as of Q1 2026.

  • Fi3 Financial Advisors held 1,961 shares of Ross Stores worth $425K as of Q1 2026.
  • Fi3 Financial Advisors bought 428 Ross Stores shares in Q1 2026, an estimated $85.3K.
  • Ross Stores made up 0.12% of Fi3 Financial Advisors's portfolio in Q1 2026, its #88 holding.
  • Fi3 Financial Advisors first reported a position in Ross Stores in Q2 2024 and has held it in 5 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Ross Stores as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.