Sendero Wealth Management
TRGP icon

Sendero Wealth Management’s Targa Resources TRGP Stock Holding History

Sendero Wealth Management’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 		$5.15M Sell
19,053
-3,372
-15% -$944K 0.51% 34
2026
Q2 		$6.01M Sell
22,425
-869
-4% -$223K 0.6% 30
2026
Q1 		$5.84M Buy
23,294
+1,341
+6% +$291K 0.65% 27
2025
Q4 		$4.05M Buy
+21,953
New +$3.7M 0.45% 46

Other funds holding TRGP

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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

Sendero Wealth Management's TRGP Position: Q3 2026 in Review

Sendero Wealth Management reduced its Targa Resources (TRGP) stake by 15% in Q3 2026, selling an estimated $944K and leaving 19,053 shares worth $5.15M. The position accounts for 0.51% of the portfolio, ranked #34.

Sendero Wealth Management first reported a position in TRGP in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.01M in Q2 2026. 813 funds tracked by Wall St. Rank hold TRGP as of Q3 2026.

  • Sendero Wealth Management held 19,053 shares of Targa Resources worth $5.15M as of Q3 2026.
  • Sendero Wealth Management sold 3,372 Targa Resources shares in Q3 2026, an estimated $944K.
  • Targa Resources made up 0.51% of Sendero Wealth Management's portfolio in Q3 2026, its #34 holding.
  • Sendero Wealth Management first reported a position in Targa Resources in Q4 2025 and has held it in 4 quarters since.
  • Sendero Wealth Management's Targa Resources position peaked at $6.01M in Q2 2026.
  • 813 funds tracked by Wall St. Rank held Targa Resources as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.