FFM
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Forum Financial Management’s Targa Resources TRGP Stock Holding History

Forum Financial 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
Q1 		– Sell
-2,410
Closed -$445K – 933
2025
Q4 		$445K Sell
2,410
-378
-14% -$63.7K 0.01% 536
2025
Q3 		$467K Buy
2,788
+2
+0.1% +$333 0.01% 490
2025
Q2 		$485K Sell
2,786
-825
-23% -$139K 0.01% 426
2025
Q1 		$724K Sell
3,611
-1,230
-25% -$244K 0.01% 262
2024
Q4 		$864K Sell
4,841
-139
-3% -$24.9K 0.01% 227
2024
Q3 		$737K Buy
4,980
+6
+0.1% +$844 0.01% 234
2024
Q2 		$641K Buy
4,974
+21
+0.4% +$2.46K 0.01% 242
2024
Q1 		$555K Buy
4,953
+12
+0.2% +$1.13K 0.01% 298
2023
Q4 		$429K Hold
4,941
– – 0.01% 333
2023
Q3 		$424K Hold
4,941
– – 0.01% 325
2023
Q2 		$376K Hold
4,941
– – 0.01% 367
2023
Q1 		$360K Sell
4,941
-94
-2% -$6.93K 0.01% 350
2022
Q4 		$370K Sell
5,035
-18
-0.4% -$1.26K 0.01% 330
2022
Q3 		$305K Hold
5,053
– – 0.01% 338
2022
Q2 		$302K Buy
5,053
+112
+2% +$8.04K 0.02% 351
2022
Q1 		$372K Hold
4,941
– – 0.02% 307
2021
Q4 		$258K Buy
+4,941
New +$265K 0.01% 488

Other funds holding TRGP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Forum Financial Management's TRGP Position: Q1 2026 in Review

Forum Financial Management sold out of Targa Resources (TRGP) in Q1 2026, closing a stake of 2,410 shares — an estimated $445K sold.

Forum Financial Management first reported a position in TRGP in Q4 2021 and held it in 17 quarters. The position peaked at $864K in Q4 2024. 1,037 funds tracked by Wall St. Rank hold TRGP as of Q1 2026.

  • Forum Financial Management reported no remaining Targa Resources position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,410 Targa Resources shares in Q1 2026, an estimated $445K.
  • Forum Financial Management first reported a position in Targa Resources in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Targa Resources position peaked at $864K in Q4 2024.
  • 1,037 funds tracked by Wall St. Rank held Targa Resources as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.