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BAM Wealth Management’s Targa Resources TRGP Stock Holding History

BAM Wealth Management’s Portfolio TRGP Stock Details TRGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$807K Sell
3,011
-905
-23% -$233K 0.51% 53
2026
Q1 		$982K Buy
+3,916
New +$849K 0.73% 31

Other funds holding TRGP

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BAM Wealth Management's TRGP Position: Q2 2026 in Review

BAM Wealth Management reduced its Targa Resources (TRGP) stake by 23% in Q2 2026, selling an estimated $233K and leaving 3,011 shares worth $807K. The position accounts for 0.51% of the portfolio, ranked #53.

BAM Wealth Management first reported a position in TRGP in Q1 2026 and has held it in 2 quarters since. The position peaked at $982K in Q1 2026. 544 funds tracked by Wall St. Rank hold TRGP as of Q2 2026.

  • BAM Wealth Management held 3,011 shares of Targa Resources worth $807K as of Q2 2026.
  • BAM Wealth Management sold 905 Targa Resources shares in Q2 2026, an estimated $233K.
  • Targa Resources made up 0.51% of BAM Wealth Management's portfolio in Q2 2026, its #53 holding.
  • BAM Wealth Management first reported a position in Targa Resources in Q1 2026 and has held it in 2 quarters since.
  • BAM Wealth Management's Targa Resources position peaked at $982K in Q1 2026.
  • 544 funds tracked by Wall St. Rank held Targa Resources as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.