Plan Group Financial’s Target TGT Stock Holding History

Plan Group 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 Q1	$351K	Buy	2,898 +13	+0.5%	+$1.47K	0.08%	148
2025 Q4	$282K	Sell	2,885 -85	-3%	-$7.83K	0.07%	159
2025 Q3	$266K	Buy	2,970 +433	+17%	+$42.6K	0.07%	151
2025 Q2	$250K	Sell	2,537 -270	-10%	-$25.9K	0.08%	137
2025 Q1	$293K	Buy	2,807 +528	+23%	+$66K	0.1%	119
2024 Q4	$308K	Sell	2,279 -2,479	-52%	-$355K	0.16%	89
2024 Q3	$742K	Buy	4,758 +699	+17%	+$104K	0.39%	57
2024 Q2	$601K	Buy	4,059 +2,108	+108%	+$332K	0.37%	60
2024 Q1	$346K	Buy	+1,951	New	+$297K	0.23%	66
2023 Q3	–	Sell	-1,854	Closed	-$243K	–	91
2023 Q2	$243K	Buy	+1,854	New	+$275K	0.2%	59

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

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

Plan Group Financial increased its Target (TGT) stake by 0.45% in Q1 2026, buying an estimated $1.47K and bringing the position to 2,898 shares worth $351K. The position accounts for 0.08% of the portfolio, ranked #148.

Plan Group Financial first reported a position in TGT in Q2 2023 and has held it in 10 quarters since. The position peaked at $742K in Q3 2024. 1,840 funds tracked by Wall St. Rank hold TGT as of Q1 2026.

Plan Group Financial held 2,898 shares of Target worth $351K as of Q1 2026.
Plan Group Financial bought 13 Target shares in Q1 2026, an estimated $1.47K.
Target made up 0.08% of Plan Group Financial's portfolio in Q1 2026, its #148 holding.
Plan Group Financial first reported a position in Target in Q2 2023 and has held it in 10 quarters since.
Plan Group Financial's Target position peaked at $742K in Q3 2024.
1,840 funds tracked by Wall St. Rank held Target as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.