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Summit Financial Wealth Advisors’s Target TGT Stock Holding History

Summit Financial 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 		$597K Buy
4,571
+132
+3% +$16.8K 0.08% 111
2026
Q1 		$538K Sell
4,439
-133
-3% -$15K 0.08% 112
2025
Q4 		$447K Sell
4,572
-1,081
-19% -$99.6K 0.06% 115
2025
Q3 		$504K Buy
5,653
+930
+20% +$91.6K 0.08% 106
2025
Q2 		$466K Buy
4,723
+984
+26% +$94.5K 0.08% 99
2025
Q1 		$390K Sell
3,739
-375
-9% -$46.9K 0.08% 102
2024
Q4 		$552K Buy
4,114
+1,014
+33% +$145K 0.11% 88
2024
Q3 		$483K Buy
3,100
+76
+3% +$11.3K 0.09% 92
2024
Q2 		$448K Hold
3,024
– – 0.09% 83
2024
Q1 		$536K Buy
3,024
+300
+11% +$45.6K 0.11% 77
2023
Q4 		$388K Hold
2,724
– – 0.09% 91
2023
Q3 		$303K Buy
2,724
+227
+9% +$28.8K 0.07% 96
2023
Q2 		$329K Sell
2,497
-51
-2% -$7.57K 0.08% 95
2023
Q1 		$422K Buy
2,548
+102
+4% +$16.8K 0.1% 85
2022
Q4 		$365K Sell
2,446
-500
-17% -$78.4K 0.09% 97
2022
Q3 		$492K Buy
2,946
+150
+5% +$24K 0.14% 72
2022
Q2 		$440K Buy
2,796
+1,712
+158% +$328K 0.11% 84
2022
Q1 		$230K Sell
1,084
-402
-27% -$87K 0.05% 116
2021
Q4 		$348K Hold
1,486
– – 0.07% 102
2021
Q3 		$340K Hold
1,486
– – 0.08% 94
2021
Q2 		$359K Buy
1,486
+200
+16% +$43.8K 0.08% 91
2021
Q1 		$227K Buy
+1,286
New +$241K 0.06% 99
2020
Q4 		– Sell
-2,048
Closed -$316K – 116
2020
Q3 		$316K Sell
2,048
-68
-3% -$9.33K 0.08% 89
2020
Q2 		$249K Sell
2,116
-689
-25% -$78.6K 0.07% 103
2020
Q1 		$274K Hold
2,805
– – 0.09% 95
2019
Q4 		$325K Sell
2,805
-220
-7% -$25.8K 0.08% 107
2019
Q3 		$338K Sell
3,025
-2,467
-45% -$235K 0.08% 112
2019
Q2 		$476K Sell
5,492
-432
-7% -$34.9K 0.12% 102
2019
Q1 		$470K Sell
5,924
-465
-7% -$34K 0.12% 88
2018
Q4 		$422K Buy
6,389
+2,920
+84% +$225K 0.14% 85
2018
Q3 		$293K Buy
+3,469
New +$289K 0.09% 110
2018
Q1 		– Sell
-4,261
Closed -$278K – 156
2017
Q4 		$278K Buy
+4,261
New +$257K 0.1% 106
2017
Q3 		– Sell
-15,556
Closed -$871K – 151
2017
Q2 		$813K Sell
15,556
-4,808
-24% -$263K 0.32% 73
2017
Q1 		$1.12M Buy
20,364
+292
+1% +$18.2K 0.49% 55
2016
Q4 		$1.45M Sell
20,072
-83
-0.4% -$6.01K 0.64% 47
2016
Q3 		$1.38M Buy
20,155
+4,000
+25% +$287K 0.6% 46
2016
Q2 		$1.13M Sell
16,155
-679
-4% -$50.7K 0.47% 51
2016
Q1 		$1.39M Buy
16,834
+301
+2% +$22.7K 0.61% 43
2015
Q4 		$1.2M Buy
16,533
+15,415
+1,379% +$1.15M 0.55% 47
2015
Q3 		$87K Sell
1,118
-66
-6% -$5.27K 0.06% 104
2015
Q2 		$96K Sell
1,184
-817
-41% -$66.1K 0.06% 106
2015
Q1 		$160K Sell
2,001
-4,874
-71% -$376K 0.11% 76
2014
Q4 		$522K Buy
+6,875
New +$464K 0.36% 42

Other funds holding TGT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAM
Palisade Asset Management Minneapolis, Minnesota $1.08B AUM 22.62% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Summit Financial Wealth Advisors's TGT Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Target (TGT) stake by 3% in Q2 2026, buying an estimated $16.8K and bringing the position to 4,571 shares worth $597K. The position accounts for 0.08% of the portfolio, ranked #111.

Summit Financial Wealth Advisors first reported a position in TGT in Q4 2014 and has held it in 43 quarters since. The position peaked at $1.45M in Q4 2016. 409 funds tracked by Wall St. Rank hold TGT as of Q2 2026.

  • Summit Financial Wealth Advisors held 4,571 shares of Target worth $597K as of Q2 2026.
  • Summit Financial Wealth Advisors bought 132 Target shares in Q2 2026, an estimated $16.8K.
  • Target made up 0.08% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #111 holding.
  • Summit Financial Wealth Advisors first reported a position in Target in Q4 2014 and has held it in 43 quarters since.
  • Summit Financial Wealth Advisors's Target position peaked at $1.45M in Q4 2016.
  • 409 funds tracked by Wall St. Rank held Target as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.