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BFC Planning, Inc.’s Ross Stores ROST Stock Holding History

BFC Planning, Inc.’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
Q2 		$5.35M Sell
25,147
-6,372
-20% -$1.43M 0.22% 99
2026
Q1 		$6.83M Sell
31,519
-3,404
-10% -$678K 0.3% 64
2025
Q4 		$6.29M Buy
34,923
+34,841
+42,489% +$5.81M 0.28% 71
2025
Q3 		$12.5K Buy
82
+1
+1% +$143 ﹤0.01% 1801
2025
Q2 		$10.3K Buy
81
+44
+119% +$6.11K ﹤0.01% 1790
2025
Q1 		$4.73K Sell
37
-31
-46% -$4.34K ﹤0.01% 2033
2024
Q4 		$10.3K Buy
+68
New +$10K ﹤0.01% 1752

Other funds holding ROST

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BFC Planning, Inc.'s ROST Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Ross Stores (ROST) stake by 20% in Q2 2026, selling an estimated $1.43M and leaving 25,147 shares worth $5.35M. The position accounts for 0.22% of the portfolio, ranked #99.

BFC Planning, Inc. first reported a position in ROST in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.83M in Q1 2026. 1,429 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

  • BFC Planning, Inc. held 25,147 shares of Ross Stores worth $5.35M as of Q2 2026.
  • BFC Planning, Inc. sold 6,372 Ross Stores shares in Q2 2026, an estimated $1.43M.
  • Ross Stores made up 0.22% of BFC Planning, Inc.'s portfolio in Q2 2026, its #99 holding.
  • BFC Planning, Inc. first reported a position in Ross Stores in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Ross Stores position peaked at $6.83M in Q1 2026.
  • 1,429 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.