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Ethos Financial Group’s Target TGT Stock Holding History

Ethos Financial Group’s Portfolio TGT Stock Details TGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,701
Closed -$230K – 497
2024
Q4 		$230K Sell
1,701
-387
-19% -$55.5K 0.03% 262
2024
Q3 		$327K Sell
2,088
-285
-12% -$42.4K 0.05% 186
2024
Q2 		$361K Sell
2,373
-740
-24% -$116K 0.06% 176
2024
Q1 		$552K Sell
3,113
-916
-23% -$139K 0.1% 140
2023
Q4 		$574K Buy
4,029
+661
+20% +$80.7K 0.12% 127
2023
Q3 		$372K Buy
3,368
+20
+0.6% +$2.54K 0.1% 112
2023
Q2 		$555K Hold
3,348
– – 0.19% 67
2023
Q1 		$555K Buy
3,348
+25
+0.8% +$4.11K 0.17% 76
2022
Q4 		$496K Buy
+3,323
New +$521K 0.17% 77

Other funds holding TGT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ethos Financial Group's TGT Position: Q1 2025 in Review

Ethos Financial Group sold out of Target (TGT) in Q1 2025, closing a stake of 1,701 shares — an estimated $230K sold.

Ethos Financial Group first reported a position in TGT in Q4 2022 and held it in 9 quarters. The position peaked at $574K in Q4 2023. 1,825 funds tracked by Wall St. Rank hold TGT as of Q1 2025.

  • Ethos Financial Group reported no remaining Target position as of Q1 2025 after selling out during the quarter.
  • Ethos Financial Group sold 1,701 Target shares in Q1 2025, an estimated $230K.
  • Ethos Financial Group first reported a position in Target in Q4 2022 and held it in 9 quarters.
  • Ethos Financial Group's Target position peaked at $574K in Q4 2023.
  • 1,825 funds tracked by Wall St. Rank held Target as of Q1 2025.

Based on Ethos Financial Group's 13F filing for Q1 2025, filed 13 May 2025.