Root Financial Partners
TRGP icon

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
Q3 		$137K Buy
+506
New +$142K ﹤0.01% 589
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Root Financial Partners's TRGP Position: Q3 2026 in Review

Root Financial Partners opened a new position in Targa Resources (TRGP) in Q3 2026: 506 shares worth $137K. The stake represents ﹤0.01% of the portfolio and ranks #589 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TRGP as recently as Q1 2026.

Root Financial Partners first reported a position in TRGP in Q3 2025 and has held it in 4 quarters since. 691 funds tracked by Wall St. Rank hold TRGP as of Q3 2026.

  • Root Financial Partners held 506 shares of Targa Resources worth $137K as of Q3 2026.
  • Targa Resources was a new Root Financial Partners position in Q3 2026.
  • Targa Resources made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #589 holding.
  • Root Financial Partners first reported a position in Targa Resources in Q3 2025 and has held it in 4 quarters since.
  • 691 funds tracked by Wall St. Rank held Targa Resources as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.