Trek Financial
TJX icon

Trek Financial’s TJX Companies TJX Stock Holding History

Trek Financial’s Portfolio TJX Stock Details TJX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-1,512
Closed -$229K – 573
2026
Q2 		$229K Sell
1,512
-264
-15% -$41.7K 0.01% 464
2026
Q1 		$284K Buy
1,776
+311
+21% +$48.4K 0.02% 394
2025
Q4 		$225K Sell
1,465
-19
-1% -$2.81K 0.01% 412
2025
Q3 		$214K Sell
1,484
-1,079
-42% -$143K 0.01% 406
2025
Q2 		$317K Sell
2,563
-249
-9% -$31.6K 0.02% 332
2025
Q1 		$342K Sell
2,812
-339
-11% -$41.2K 0.02% 286
2024
Q4 		$381K Buy
3,151
+204
+7% +$24.3K 0.03% 289
2024
Q3 		$346K Sell
2,947
-421
-13% -$48.3K 0.03% 280
2024
Q2 		$371K Buy
3,368
+84
+3% +$8.46K 0.03% 271
2024
Q1 		$333K Sell
3,284
-2,795
-46% -$271K 0.03% 284
2023
Q4 		$570K Sell
6,079
-776
-11% -$69.6K 0.05% 174
2023
Q3 		$609K Sell
6,855
-1,014
-13% -$89.3K 0.06% 163
2023
Q2 		$667K Sell
7,869
-1,047
-12% -$82.6K 0.06% 137
2023
Q1 		$699K Buy
+8,916
New +$702K 0.07% 130
2021
Q1 		– Sell
-6,277
Closed -$429K – 254
2020
Q4 		$429K Buy
+6,277
New +$382K 0.06% 104

Other funds holding TJX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Trek Financial's TJX Position: Q3 2026 in Review

Trek Financial sold out of TJX Companies (TJX) in Q3 2026, closing a stake of 1,512 shares — an estimated $229K sold.

Trek Financial first reported a position in TJX in Q4 2020 and held it in 15 quarters. The position peaked at $699K in Q1 2023. 1,350 funds tracked by Wall St. Rank hold TJX as of Q3 2026.

  • Trek Financial reported no remaining TJX Companies position as of Q3 2026 after selling out during the quarter.
  • Trek Financial sold 1,512 TJX Companies shares in Q3 2026, an estimated $229K.
  • Trek Financial first reported a position in TJX Companies in Q4 2020 and held it in 15 quarters.
  • Trek Financial's TJX Companies position peaked at $699K in Q1 2023.
  • 1,350 funds tracked by Wall St. Rank held TJX Companies as of Q3 2026.

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