SYM Financial Corp’s Targa Resources TRGP Stock Holding History

SYM Financial Corp’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 Q1	$1.53M	Buy	6,118 +3	+0%	+$651	0.15%	44
2025 Q4	$1.13M	Sell	6,115 -71	-1%	-$12K	0.12%	50
2025 Q3	$1.04M	Sell	6,186 -30	-0.5%	-$5K	0.11%	52
2025 Q2	$1.08M	Sell	6,216 -54	-0.9%	-$9.07K	0.12%	53
2025 Q1	$1.26M	Buy	6,270 +39	+0.6%	+$7.74K	0.15%	40
2024 Q4	$1.11M	Buy	6,231 +27	+0.4%	+$4.84K	0.14%	43
2024 Q3	$918K	Buy	6,204 +156	+3%	+$22K	0.12%	50
2024 Q2	$779K	Buy	6,048 +43	+0.7%	+$5.04K	0.12%	41
2024 Q1	$673K	Buy	6,005 +5	+0.1%	+$472	0.11%	40
2023 Q4	$521K	Hold	6,000	–	–	0.08%	49
2023 Q3	$514K	Buy	+6,000	New	+$497K	0.09%	44

Other funds holding TRGP

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return