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Root Financial Partners’s Tapestry TPR Stock Holding History

Root Financial Partners’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 		$234K Sell
1,657
-1,045
-39% -$148K 0.01% 306
2025
Q4 		$345K Buy
2,702
+2,199
+437% +$251K 0.02% 209
2025
Q3 		$57K Buy
+503
New +$52.6K ﹤0.01% 626

Other funds holding TPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
SIM
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Root Financial Partners's TPR Position: Q1 2026 in Review

Root Financial Partners reduced its Tapestry (TPR) stake by 39% in Q1 2026, selling an estimated $148K and leaving 1,657 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #306.

Root Financial Partners first reported a position in TPR in Q3 2025 and has held it in 3 quarters since. The position peaked at $345K in Q4 2025. 1,079 funds tracked by Wall St. Rank hold TPR as of Q1 2026.

  • Root Financial Partners held 1,657 shares of Tapestry worth $234K as of Q1 2026.
  • Root Financial Partners sold 1,045 Tapestry shares in Q1 2026, an estimated $148K.
  • Tapestry made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #306 holding.
  • Root Financial Partners first reported a position in Tapestry in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Tapestry position peaked at $345K in Q4 2025.
  • 1,079 funds tracked by Wall St. Rank held Tapestry as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.