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Peak Financial Advisors’s Targa Resources TRGP Stock Holding History

Peak Financial Advisors’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
Q2 		– Sell
-14,038
Closed -$3.52M – 87
2026
Q1 		$3.52M Sell
14,038
-63
-0.4% -$13.7K 1.56% 14
2025
Q4 		$2.6M Buy
14,101
+9,712
+221% +$1.64M 1.17% 20
2025
Q3 		$735K Buy
4,389
+2,012
+85% +$335K 0.35% 47
2025
Q2 		$414K Buy
+2,377
New +$399K 0.21% 79

Other funds holding TRGP

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Peak Financial Advisors's TRGP Position: Q2 2026 in Review

Peak Financial Advisors sold out of Targa Resources (TRGP) in Q2 2026, closing a stake of 14,038 shares — an estimated $3.52M sold.

Peak Financial Advisors first reported a position in TRGP in Q2 2025 and held it in 4 quarters. The position peaked at $3.52M in Q1 2026. 168 funds tracked by Wall St. Rank hold TRGP as of Q2 2026.

  • Peak Financial Advisors reported no remaining Targa Resources position as of Q2 2026 after selling out during the quarter.
  • Peak Financial Advisors sold 14,038 Targa Resources shares in Q2 2026, an estimated $3.52M.
  • Peak Financial Advisors first reported a position in Targa Resources in Q2 2025 and held it in 4 quarters.
  • Peak Financial Advisors's Targa Resources position peaked at $3.52M in Q1 2026.
  • 168 funds tracked by Wall St. Rank held Targa Resources as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.