Nvest Financial, LLC TJX — TJX COS INC NEW

Ownership history in Nvest Financial, LLC  ·  17 quarters on record

AI Ownership Summary

Nvest Financial, LLC reported TJX COS INC NEW (TJX) in 17 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.6% in 2025 Q3. The latest visible filing shows TJX at 2.44% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TJX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Nvest Financial, LLC's position in TJX COS INC NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TJX was reported at 2.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.6% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TJX stock page Nvest Financial, LLC fund profile Nvest Financial, LLC full holdings
How Nvest Financial, LLC held TJX — position size vs. price
% of Fund (quarterly)    TJX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 40,930 +1,687 +4.3% 2.44% $6.5M 2026-04-28 $157.20
2025 Q4 ADDED — — — 39,243 +7,876 +25.1% 2.51% $6.0M 2026-02-10 $152.86
2025 Q3 ADDED — — — 31,367 +7,878 +33.5% 2.60% $4.5M 2025-11-13 $145.99
2025 Q2 ADDED — — — 23,489 +864 +3.8% 1.51% $2.9M 2025-07-28 $124.28
2025 Q1 REDUCED — — — 22,625 -501 -2.2% 1.48% $2.8M 2025-04-23 $123.99
2024 Q4 ADDED — — — 23,126 +2,251 +10.8% 1.42% $2.8M 2025-01-23 $120.76
2024 Q3 REDUCED — — — 20,875 -732 -3.4% 1.40% $2.5M 2024-10-09 $111.92
2024 Q2 ADDED — — — 21,607 +911 +4.4% 1.46% $2.4M 2024-07-19 $109.35
2024 Q1 ADDED — — — 20,696 +2,627 +14.5% 1.40% $2.1M 2024-04-18 $90.33
2023 Q4 ADDED — — — 18,069 +3,814 +26.8% 1.33% $1.7M 2024-01-22 $92.42
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TJX

As of 2026 Q1 — sorted by position size

New World Advisors LLC 3Y 7Y 78.02% PROVIDENT TRUST CO 3Y 7Y 6.92% Bath Savings Trust Co 3Y 7Y 6.6% WENDELL DAVID ASSOCIATES INC 3Y 7Y 6.26% WEYBOSSET RESEARCH & MANAGEMENT LLC 3Y 7Y 6.22% HARVEY INVESTMENT CO LLC 3Y 7Y 6.13% Shelter Rock Management, LLC 5.36% Hendershot Investments Inc. 3Y 7Y 5.18% McBroom & Associates, LLC 3Y 5.1% Ayrshire Capital Management LLC 3Y 5.02%

FAQ About Nvest Financial, LLC and TJX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Nvest Financial, LLC reported owning TJX?

Nvest Financial, LLC reported TJX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported TJX position in Nvest Financial, LLC's portfolio?

The largest reported portfolio weight for TJX was 2.60% in 2025 Q3.

What is the latest reported TJX position on this page?

The most recent filing on this page is 2026 Q1, when Nvest Financial, LLC reported 40,930 shares, equal to 2.44% of portfolio, with an estimated market value of $6.5M.

What does the chart on this TJX ownership page compare?

The chart compares Nvest Financial, LLC's quarterly TJX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Nvest Financial, LLC time their TJX position?

Based on 13F filing dates vs. subsequent TJX price moves, Nvest Financial, LLC correctly timed 10 out of 16 reported position changes (62%).

← Back to Nvest Financial, LLC Holdings