Resurgent Financial Advisors’s Target TGT Stock Holding History

Resurgent Financial Advisors’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	$219K	Buy	+1,807	New	+$204K	0.08%	235
2025 Q1	–	Sell	-1,694	Closed	-$229K	–	193
2024 Q4	$229K	Sell	1,694 -46	-3%	-$6.59K	0.13%	164
2024 Q3	$271K	Sell	1,740 -43	-2%	-$6.4K	0.16%	147
2024 Q2	$264K	Sell	1,783 -198	-10%	-$31.2K	0.16%	149
2024 Q1	$351K	Sell	1,981 -61	-3%	-$9.28K	0.19%	139
2023 Q4	$291K	Sell	2,042 -99	-5%	-$12.1K	0.18%	134
2023 Q3	$237K	Sell	2,141 -15	-0.7%	-$1.9K	0.16%	128
2023 Q2	$284K	Sell	2,156 -12	-0.6%	-$1.78K	0.19%	111
2023 Q1	$359K	Sell	2,168 -135	-6%	-$22.2K	0.24%	94
2022 Q4	$343K	Sell	2,303 -126	-5%	-$19.8K	0.18%	130
2022 Q3	$360K	Sell	2,429 -24	-1%	-$3.84K	0.25%	115
2022 Q2	$346K	Buy	2,453 +110	+5%	+$21.1K	0.23%	121
2022 Q1	$497K	Buy	2,343 +272	+13%	+$58.8K	0.32%	87
2021 Q4	$479K	Buy	+2,071	New	+$504K	0.39%	73

Other funds holding TGT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

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

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

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

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

Dimensional Fund Advisors

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