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SOA Wealth Advisors’s Target TGT Stock Holding History

SOA Wealth 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
Q2 		$62.3K Sell
477
-104
-18% -$13.2K 0.01% 349
2026
Q1 		$70.4K Sell
581
-64
-10% -$7.22K 0.01% 319
2025
Q4 		$63K Sell
645
-410
-39% -$37.8K 0.01% 331
2025
Q3 		$94.7K Sell
1,055
-96
-8% -$9.45K 0.02% 298
2025
Q2 		$114K Sell
1,151
-1,006
-47% -$96.6K 0.02% 266
2025
Q1 		$225K Sell
2,157
-9
-0.4% -$1.13K 0.05% 173
2024
Q4 		$293K Buy
2,166
+590
+37% +$84.6K 0.05% 151
2024
Q3 		$246K Sell
1,576
-13
-0.8% -$1.94K 0.05% 163
2024
Q2 		$235K Sell
1,589
-8
-0.5% -$1.26K 0.05% 166
2024
Q1 		$283K Buy
1,597
+154
+11% +$23.4K 0.06% 151
2023
Q4 		$206K Sell
1,443
-489
-25% -$59.7K 0.05% 171
2023
Q3 		$214K Sell
1,932
-14
-0.7% -$1.78K 0.05% 157
2023
Q2 		$257K Sell
1,946
-166
-8% -$24.6K 0.06% 142
2023
Q1 		$350K Buy
2,112
+158
+8% +$26K 0.09% 114
2022
Q4 		$291K Buy
1,954
+167
+9% +$26.2K 0.08% 121
2022
Q3 		$265K Buy
1,787
+333
+23% +$53.3K 0.08% 123
2022
Q2 		$205K Sell
1,454
-100
-6% -$19.2K 0.06% 142
2022
Q1 		$329K Buy
1,554
+588
+61% +$127K 0.08% 127
2021
Q4 		$224K Sell
966
-487
-34% -$118K 0.05% 148
2021
Q3 		$332K Buy
1,453
+29
+2% +$7.26K 0.09% 126
2021
Q2 		$344K Buy
1,424
+543
+62% +$119K 0.09% 123
2021
Q1 		$174K Buy
881
+36
+4% +$6.74K 0.05% 147
2020
Q4 		$162K Buy
+845
New +$141K 0.04% 149

Other funds holding TGT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

SOA Wealth Advisors's TGT Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Target (TGT) stake by 18% in Q2 2026, selling an estimated $13.2K and leaving 477 shares worth $62.3K. The position accounts for 0.01% of the portfolio, ranked #349.

SOA Wealth Advisors first reported a position in TGT in Q4 2020 and has held it in 23 quarters since. The position peaked at $350K in Q1 2023. 842 funds tracked by Wall St. Rank hold TGT as of Q2 2026.

  • SOA Wealth Advisors held 477 shares of Target worth $62.3K as of Q2 2026.
  • SOA Wealth Advisors sold 104 Target shares in Q2 2026, an estimated $13.2K.
  • Target made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #349 holding.
  • SOA Wealth Advisors first reported a position in Target in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Target position peaked at $350K in Q1 2023.
  • 842 funds tracked by Wall St. Rank held Target as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.