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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
Q2 		$238K Sell
1,627
-30
-2% -$4.3K 0.01% 345
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Root Financial Partners's TPR Position: Q2 2026 in Review

Root Financial Partners reduced its Tapestry (TPR) stake by 1.8% in Q2 2026, selling an estimated $4.3K and leaving 1,627 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #345.

Root Financial Partners first reported a position in TPR in Q3 2025 and has held it in 4 quarters since. The position peaked at $345K in Q4 2025. 1,099 funds tracked by Wall St. Rank hold TPR as of Q2 2026.

  • Root Financial Partners held 1,627 shares of Tapestry worth $238K as of Q2 2026.
  • Root Financial Partners sold 30 Tapestry shares in Q2 2026, an estimated $4.3K.
  • Tapestry made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #345 holding.
  • Root Financial Partners first reported a position in Tapestry in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Tapestry position peaked at $345K in Q4 2025.
  • 1,099 funds tracked by Wall St. Rank held Tapestry as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.