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Root Financial Partners’s Target TGT Stock Holding History

Root Financial Partners’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 		$189K Buy
1,562
+1,007
+181% +$114K 0.01% 343
2025
Q4 		$54.3K Sell
555
-162
-23% -$14.9K ﹤0.01% 675
2025
Q3 		$64.3K Buy
+717
New +$70.6K ﹤0.01% 580

Other funds holding TGT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
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
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
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

Root Financial Partners's TGT Position: Q1 2026 in Review

Root Financial Partners increased its Target (TGT) stake by 181% in Q1 2026, buying an estimated $114K and bringing the position to 1,562 shares worth $189K. The position accounts for 0.01% of the portfolio, ranked #343.

Root Financial Partners first reported a position in TGT in Q3 2025 and has held it in 3 quarters since. 1,841 funds tracked by Wall St. Rank hold TGT as of Q1 2026.

  • Root Financial Partners held 1,562 shares of Target worth $189K as of Q1 2026.
  • Root Financial Partners bought 1,007 Target shares in Q1 2026, an estimated $114K.
  • Target made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #343 holding.
  • Root Financial Partners first reported a position in Target in Q3 2025 and has held it in 3 quarters since.
  • 1,841 funds tracked by Wall St. Rank held Target as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.