Omega Financial Group’s Target TGT Stock Holding History

Omega 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
2026 Q1	–	Sell	-5,000	Closed	-$489K	–	113
2025 Q4	$489K	Hold	5,000	–	–	0.16%	69
2025 Q3	$449K	Hold	5,000	–	–	0.15%	74
2025 Q2	$493K	Buy	+5,000	New	+$480K	0.18%	66

Other funds holding TGT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Omega Financial Group's TGT Position: Q1 2026 in Review

Omega Financial Group sold out of Target (TGT) in Q1 2026, closing a stake of 22 shares — an estimated $2.15K sold.

Omega Financial Group first reported a position in TGT in Q2 2025 and held it in 3 quarters. The position peaked at $2.15K in Q4 2025. 1,842 funds tracked by Wall St. Rank hold TGT as of Q1 2026.

Omega Financial Group reported no remaining Target position as of Q1 2026 after selling out during the quarter.
Omega Financial Group sold 22 Target shares in Q1 2026, an estimated $2.15K.
Omega Financial Group first reported a position in Target in Q2 2025 and held it in 3 quarters.
Omega Financial Group's Target position peaked at $2.15K in Q4 2025.
1,842 funds tracked by Wall St. Rank held Target as of Q1 2026.

Based on Omega Financial Group's 13F filing for Q1 2026, filed 12 May 2026.