Prospera Financial Services’s Tapestry TPR Stock Holding History

Prospera Financial Services’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 Q1	$675K	Sell	4,780 -5	-0.1%	-$709	0.01%	882
2025 Q4	$612K	Sell	4,785 -21,251	-82%	-$2.43M	0.01%	861
2025 Q3	$2.95M	Sell	26,036 -3,706	-12%	-$388K	0.05%	376
2025 Q2	$2.61M	Buy	29,742 +17,228	+138%	+$1.3M	0.05%	393
2025 Q1	$881K	Buy	+12,514	New	+$947K	0.02%	597
2023 Q4	–	Sell	-9,947	Closed	-$286K	–	1114
2023 Q3	$286K	Sell	9,947 -3,032	-23%	-$111K	0.01%	825
2023 Q2	$555K	Buy	12,979 +7,261	+127%	+$302K	0.02%	584
2023 Q1	$246K	Buy	+5,718	New	+$245K	0.01%	845
2022 Q3	–	Sell	-4,487	Closed	-$137K	–	1528
2022 Q2	$137K	Buy	4,487 +475	+12%	+$15.5K	0.01%	823
2022 Q1	$149K	Buy	+4,012	New	+$154K	0.01%	974
2015 Q3	–	Sell	-11,568	Closed	-$400K	–	331
2015 Q2	$400K	Buy	+11,568	New	+$442K	0.1%	158

Other funds holding TPR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return