Prosperity Financial Group
ROST icon

Prosperity Financial Group’s Ross Stores ROST Stock Holding History

Prosperity 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
Q3 		$1.9M Buy
8,149
+1,616
+25% +$379K 0.56% 48
2026
Q2 		$1.39M Buy
6,533
+5,489
+526% +$1.24M 0.43% 66
2026
Q1 		$226K Buy
+1,044
New +$208K 0.08% 169

Other funds holding ROST

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Alphinity Investment Management
Alphinity Investment Management Sydney, Australia $4.51B AUM 31.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Prosperity Financial Group's ROST Position: Q3 2026 in Review

Prosperity Financial Group increased its Ross Stores (ROST) stake by 25% in Q3 2026, buying an estimated $379K and bringing the position to 8,149 shares worth $1.9M. The position accounts for 0.56% of the portfolio, ranked #48.

Prosperity Financial Group first reported a position in ROST in Q1 2026 and has held it in 3 quarters since. 559 funds tracked by Wall St. Rank hold ROST as of Q3 2026.

  • Prosperity Financial Group held 8,149 shares of Ross Stores worth $1.9M as of Q3 2026.
  • Prosperity Financial Group bought 1,616 Ross Stores shares in Q3 2026, an estimated $379K.
  • Ross Stores made up 0.56% of Prosperity Financial Group's portfolio in Q3 2026, its #48 holding.
  • Prosperity Financial Group first reported a position in Ross Stores in Q1 2026 and has held it in 3 quarters since.
  • 559 funds tracked by Wall St. Rank held Ross Stores as of Q3 2026.

Based on Prosperity Financial Group's 13F filing for Q3 2026, filed 29 Oct 2026.