IFG
ROST icon

Independent Financial Group’s Ross Stores ROST Stock Holding History

Independent Financial Group’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 		$238K Buy
1,119
+131
+13% +$29.5K ﹤0.01% 1381
2026
Q1 		$214K Buy
+988
New +$197K ﹤0.01% 1346
2021
Q2 		– Sell
-1,791
Closed -$215K – 727
2021
Q1 		$215K Buy
+1,791
New +$212K 0.03% 574

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 $3.37T AUM 44.26% 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

Independent Financial Group's ROST Position: Q2 2026 in Review

Independent Financial Group increased its Ross Stores (ROST) stake by 13% in Q2 2026, buying an estimated $29.5K and bringing the position to 1,119 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #1381.

Independent Financial Group first reported a position in ROST in Q1 2021 and has held it in 3 quarters since. 1,413 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

  • Independent Financial Group held 1,119 shares of Ross Stores worth $238K as of Q2 2026.
  • Independent Financial Group bought 131 Ross Stores shares in Q2 2026, an estimated $29.5K.
  • Ross Stores made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1381 holding.
  • Independent Financial Group first reported a position in Ross Stores in Q1 2021 and has held it in 3 quarters since.
  • 1,413 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.