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SYM Financial Corp’s Ross Stores ROST Stock Holding History

SYM Financial Corp’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
Q2 		$254K Buy
+1,192
New +$268K 0.02% 304
2024
Q4 		– Sell
-1,442
Closed -$217K – 352
2024
Q3 		$217K Buy
1,442
+58
+4% +$8.56K 0.03% 163
2024
Q2 		$201K Buy
+1,384
New +$191K 0.03% 159

Other funds holding ROST

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SYM Financial Corp's ROST Position: Q2 2026 in Review

SYM Financial Corp opened a new position in Ross Stores (ROST) in Q2 2026: 1,192 shares worth $254K. The stake represents 0.02% of the portfolio and ranks #304 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in ROST as recently as Q3 2024.

SYM Financial Corp first reported a position in ROST in Q2 2024 and has held it in 3 quarters since. 1,418 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

  • SYM Financial Corp held 1,192 shares of Ross Stores worth $254K as of Q2 2026.
  • Ross Stores was a new SYM Financial Corp position in Q2 2026.
  • Ross Stores made up 0.02% of SYM Financial Corp's portfolio in Q2 2026, its #304 holding.
  • SYM Financial Corp first reported a position in Ross Stores in Q2 2024 and has held it in 3 quarters since.
  • 1,418 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.