PWMAI
TPR icon

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Tapestry TPR Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$14.6K Hold
100
– – ﹤0.01% 419
2026
Q1 		$14.1K Hold
100
– – ﹤0.01% 383
2025
Q4 		$12.8K Buy
+100
New +$11.4K ﹤0.01% 400

Other funds holding TPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s TPR Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Tapestry (TPR) position steady in Q2 2026 at 100 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in TPR in Q4 2025 and has held it in 3 quarters since. 587 funds tracked by Wall St. Rank hold TPR as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 100 shares of Tapestry worth $14.6K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Tapestry share count unchanged in Q2 2026.
  • Tapestry made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #419 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Tapestry in Q4 2025 and has held it in 3 quarters since.
  • 587 funds tracked by Wall St. Rank held Tapestry as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.