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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
2017
Q4 		– Sell
-12,011
Closed -$709K – 152
2017
Q3 		$709K Buy
+12,011
New +$673K 0.26% 76

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
PAM
Palisade Asset Management Minneapolis, Minnesota $1.08B AUM 22.62% 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. 572 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.
  • 572 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.