JRPIM
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Journey Retirement Planning & Investment Management’s Tapestry TPR Stock Holding History

Journey Retirement Planning & Investment Management’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 		$215K Buy
+1,467
New +$210K 0.17% 148
2026
Q1 		– Sell
-2,955
Closed -$378K – 232
2025
Q4 		$378K Buy
+2,955
New +$338K 0.08% 177

Other funds holding TPR

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 22.94% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Journey Retirement Planning & Investment Management's TPR Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management opened a new position in Tapestry (TPR) in Q2 2026: 1,467 shares worth $215K. The stake represents 0.17% of the portfolio and ranks #148 among its holdings. This is a return to the name: Journey Retirement Planning & Investment Management previously reported a position in TPR as recently as Q4 2025.

Journey Retirement Planning & Investment Management first reported a position in TPR in Q4 2025 and has held it in 2 quarters since. The position peaked at $378K in Q4 2025. 440 funds tracked by Wall St. Rank hold TPR as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 1,467 shares of Tapestry worth $215K as of Q2 2026.
  • Tapestry was a new Journey Retirement Planning & Investment Management position in Q2 2026.
  • Tapestry made up 0.17% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #148 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Tapestry in Q4 2025 and has held it in 2 quarters since.
  • Journey Retirement Planning & Investment Management's Tapestry position peaked at $378K in Q4 2025.
  • 440 funds tracked by Wall St. Rank held Tapestry as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.