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Wellspring Financial Advisors’s TJX Companies TJX Stock Holding History

Wellspring Financial Advisors’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
Q2 		$1.29M Buy
8,518
+18
+0.2% +$2.85K 0.09% 85
2026
Q1 		$1.36M Sell
8,500
-578
-6% -$90K 0.1% 80
2025
Q4 		$1.4M Buy
9,078
+6,114
+206% +$904K 0.11% 66
2025
Q3 		$428K Hold
2,964
– – 0.04% 97
2025
Q2 		$366K Buy
2,964
+193
+7% +$24.5K 0.04% 99
2025
Q1 		$337K Buy
2,771
+1
+0% +$121 0.04% 88
2024
Q4 		$335K Sell
2,770
-16
-0.6% -$1.91K 0.04% 92
2024
Q3 		$328K Buy
2,786
+193
+7% +$22.1K 0.04% 108
2024
Q2 		$286K Sell
2,593
-28
-1% -$2.82K 0.04% 109
2024
Q1 		$266K Buy
2,621
+52
+2% +$5.04K 0.04% 105
2023
Q4 		$241K Buy
+2,569
New +$230K 0.06% 110
2022
Q2 		– Sell
-2,019
Closed -$122K – 139
2022
Q1 		$122K Buy
+2,019
New +$135K 0.04% 125
2021
Q2 		– Sell
-5,783
Closed -$276K – 114
2021
Q1 		$276K Sell
5,783
-370
-6% -$24.8K 0.13% 68
2020
Q4 		$420K Buy
6,153
+350
+6% +$21.3K 0.15% 59
2020
Q3 		$323K Hold
5,803
– – 0.13% 64
2020
Q2 		$293K Buy
5,803
+20
+0.3% +$1K 0.12% 69
2020
Q1 		$276K Buy
+5,783
New +$333K 0.13% 68

Other funds holding TJX

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Wellspring Financial Advisors's TJX Position: Q2 2026 in Review

Wellspring Financial Advisors increased its TJX Companies (TJX) stake by 0.21% in Q2 2026, buying an estimated $2.85K and bringing the position to 8,518 shares worth $1.29M. The position accounts for 0.09% of the portfolio, ranked #85.

Wellspring Financial Advisors first reported a position in TJX in Q1 2020 and has held it in 17 quarters since. The position peaked at $1.4M in Q4 2025. 858 funds tracked by Wall St. Rank hold TJX as of Q2 2026.

  • Wellspring Financial Advisors held 8,518 shares of TJX Companies worth $1.29M as of Q2 2026.
  • Wellspring Financial Advisors bought 18 TJX Companies shares in Q2 2026, an estimated $2.85K.
  • TJX Companies made up 0.09% of Wellspring Financial Advisors's portfolio in Q2 2026, its #85 holding.
  • Wellspring Financial Advisors first reported a position in TJX Companies in Q1 2020 and has held it in 17 quarters since.
  • Wellspring Financial Advisors's TJX Companies position peaked at $1.4M in Q4 2025.
  • 858 funds tracked by Wall St. Rank held TJX Companies as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.