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Independent Financial Group’s Tapestry TPR Stock Holding History

Independent Financial Group’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 		$250K Sell
1,708
-7
-0.4% -$1K ﹤0.01% 1357
2026
Q1 		$242K Sell
1,715
-105
-6% -$14.9K 0.01% 1282
2025
Q4 		$232K Sell
1,820
-6,482
-78% -$741K 0.01% 1267
2025
Q3 		$940K Buy
8,302
+6,002
+261% +$628K 0.02% 617
2025
Q2 		$202K Sell
2,300
-8,030
-78% -$608K 0.01% 1227
2025
Q1 		$727K Buy
+10,330
New +$782K 0.03% 575

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 $3.37T AUM 44.26% 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

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

Independent Financial Group reduced its Tapestry (TPR) stake by 0.41% in Q2 2026, selling an estimated $1K and leaving 1,708 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

Independent Financial Group first reported a position in TPR in Q1 2025 and has held it in 6 quarters since. The position peaked at $940K in Q3 2025. 1,092 funds tracked by Wall St. Rank hold TPR as of Q2 2026.

  • Independent Financial Group held 1,708 shares of Tapestry worth $250K as of Q2 2026.
  • Independent Financial Group sold 7 Tapestry shares in Q2 2026, an estimated $1K.
  • Tapestry made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1357 holding.
  • Independent Financial Group first reported a position in Tapestry in Q1 2025 and has held it in 6 quarters since.
  • Independent Financial Group's Tapestry position peaked at $940K in Q3 2025.
  • 1,092 funds tracked by Wall St. Rank held Tapestry as of Q2 2026.

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