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Root Financial Partners’s Targa Resources TRGP Stock Holding History

Root Financial Partners’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
-378
Closed -$94.8K – 2958
2026
Q1 		$94.8K Buy
378
+108
+40% +$23.4K ﹤0.01% 585
2025
Q4 		$49.9K Buy
270
+40
+17% +$6.74K ﹤0.01% 714
2025
Q3 		$38.6K Buy
+230
New +$38.3K ﹤0.01% 776

Other funds holding TRGP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Root Financial Partners's TRGP Position: Q2 2026 in Review

Root Financial Partners sold out of Targa Resources (TRGP) in Q2 2026, closing a stake of 378 shares — an estimated $94.8K sold.

Root Financial Partners first reported a position in TRGP in Q3 2025 and held it in 3 quarters. The position peaked at $94.8K in Q1 2026. 1,097 funds tracked by Wall St. Rank hold TRGP as of Q2 2026.

  • Root Financial Partners reported no remaining Targa Resources position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 378 Targa Resources shares in Q2 2026, an estimated $94.8K.
  • Root Financial Partners first reported a position in Targa Resources in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Targa Resources position peaked at $94.8K in Q1 2026.
  • 1,097 funds tracked by Wall St. Rank held Targa Resources as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.