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Birch Financial Group’s Targa Resources TRGP Stock Holding History

Birch Financial Group’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
2025
Q4 		– Sell
-1,800
Closed -$302K – 147
2025
Q3 		$302K Buy
1,800
+176
+11% +$29.3K 0.18% 90
2025
Q2 		$283K Buy
+1,624
New +$273K 0.23% 84

Other funds holding TRGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Birch Financial Group's TRGP Position: Q4 2025 in Review

Birch Financial Group sold out of Targa Resources (TRGP) in Q4 2025, closing a stake of 1,800 shares — an estimated $302K sold.

Birch Financial Group first reported a position in TRGP in Q2 2025 and held it in 2 quarters. The position peaked at $302K in Q3 2025. 958 funds tracked by Wall St. Rank hold TRGP as of Q4 2025.

  • Birch Financial Group reported no remaining Targa Resources position as of Q4 2025 after selling out during the quarter.
  • Birch Financial Group sold 1,800 Targa Resources shares in Q4 2025, an estimated $302K.
  • Birch Financial Group first reported a position in Targa Resources in Q2 2025 and held it in 2 quarters.
  • Birch Financial Group's Targa Resources position peaked at $302K in Q3 2025.
  • 958 funds tracked by Wall St. Rank held Targa Resources as of Q4 2025.

Based on Birch Financial Group's 13F filing for Q4 2025, filed 15 Jan 2026.