LifePlan Financial’s Target TGT Stock Holding History

LifePlan Financial’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
2026 Q2	$639K	Sell	4,892 -3,377	-41%	-$429K	0.45%	64
2026 Q1	$1M	Sell	8,269 -264	-3%	-$29.8K	0.74%	42
2025 Q4	$834K	Sell	8,533 -80	-0.9%	-$7.37K	0.64%	50
2025 Q3	$773K	Buy	8,613 +4,337	+101%	+$427K	0.61%	53
2025 Q2	$422K	Buy	+4,276	New	+$411K	0.35%	67

Other funds holding TGT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LifePlan Financial's TGT Position: Q2 2026 in Review

LifePlan Financial reduced its Target (TGT) stake by 41% in Q2 2026, selling an estimated $429K and leaving 4,892 shares worth $639K. The position accounts for 0.45% of the portfolio, ranked #64.

LifePlan Financial first reported a position in TGT in Q2 2025 and has held it in 5 quarters since. The position peaked at $1M in Q1 2026. 1,874 funds tracked by Wall St. Rank hold TGT as of Q2 2026.

LifePlan Financial held 4,892 shares of Target worth $639K as of Q2 2026.
LifePlan Financial sold 3,377 Target shares in Q2 2026, an estimated $429K.
Target made up 0.45% of LifePlan Financial's portfolio in Q2 2026, its #64 holding.
LifePlan Financial first reported a position in Target in Q2 2025 and has held it in 5 quarters since.
LifePlan Financial's Target position peaked at $1M in Q1 2026.
1,874 funds tracked by Wall St. Rank held Target as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.