BAM Wealth Management
TRGP icon

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
Q3 		$626K Sell
2,314
-697
-23% -$195K 0.34% 79
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

BAM Wealth Management's TRGP Position: Q3 2026 in Review

BAM Wealth Management reduced its Targa Resources (TRGP) stake by 23% in Q3 2026, selling an estimated $195K and leaving 2,314 shares worth $626K. The position accounts for 0.34% of the portfolio, ranked #79.

BAM Wealth Management first reported a position in TRGP in Q1 2026 and has held it in 3 quarters since. The position peaked at $982K in Q1 2026. 595 funds tracked by Wall St. Rank hold TRGP as of Q3 2026.

  • BAM Wealth Management held 2,314 shares of Targa Resources worth $626K as of Q3 2026.
  • BAM Wealth Management sold 697 Targa Resources shares in Q3 2026, an estimated $195K.
  • Targa Resources made up 0.34% of BAM Wealth Management's portfolio in Q3 2026, its #79 holding.
  • BAM Wealth Management first reported a position in Targa Resources in Q1 2026 and has held it in 3 quarters since.
  • BAM Wealth Management's Targa Resources position peaked at $982K in Q1 2026.
  • 595 funds tracked by Wall St. Rank held Targa Resources as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.