Root Financial Partners’s TJX Companies TJX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$385K Sell
2,906
-1,970
-40% -$284K 0.01% 269
2026
Q2
$739K Buy
4,876
+900
+23% +$142K 0.03% 150
2026
Q1
$635K Buy
3,976
+1,167
+42% +$182K 0.03% 141
2025
Q4
$431K Sell
2,809
-2
-0.1% -$296 0.02% 183
2025
Q3
$406K Buy
2,811
+1,067
+61% +$142K 0.03% 171
2025
Q2
$215K Buy
1,744
+87
+5% +$11K 0.02% 235
2025
Q1
$202K Sell
1,657
-21
-1% -$2.55K 0.02% 205
2024
Q4
$203K Buy
+1,678
New +$200K 0.03% 204

Other funds holding TJX

Root Financial Partners's TJX Position: Q3 2026 in Review

Root Financial Partners reduced its TJX Companies (TJX) stake by 40% in Q3 2026, selling an estimated $284K and leaving 2,906 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #269.

Root Financial Partners first reported a position in TJX in Q4 2024 and has held it in 8 quarters since. The position peaked at $739K in Q2 2026. 1,338 funds tracked by Wall St. Rank hold TJX as of Q3 2026.

  • Root Financial Partners held 2,906 shares of TJX Companies worth $385K as of Q3 2026.
  • Root Financial Partners sold 1,970 TJX Companies shares in Q3 2026, an estimated $284K.
  • TJX Companies made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #269 holding.
  • Root Financial Partners first reported a position in TJX Companies in Q4 2024 and has held it in 8 quarters since.
  • Root Financial Partners's TJX Companies position peaked at $739K in Q2 2026.
  • 1,338 funds tracked by Wall St. Rank held TJX Companies as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.