TRGP β€” TARGA RES CORP

Ownership history in Western Financial Corp/CA  Β·  3 quarters on record

AI Ownership Summary

Western Financial Corp/CA reported TARGA RES CORP (TRGP) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.7% in 2025 Q1. The latest visible filing shows TRGP at 0.47% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TRGP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Western Financial Corp/CA's position in TARGA RES CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

TRGP was reported at 0.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.7% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Western Financial Corp/CA held TRGP β€” position size vs. price
% of Fund (quarterly)    TRGP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 6,434 +276 +4.5% 0.47% $1.1M 2025-10-21 $149.66
2025 Q2 ADDED 6,158 +141 +2.3% 0.57% $1.1M 2025-07-17 $163.58
2025 Q1 INITIATED 6,017 β€” β€” 0.70% $1.2M 2025-04-23 $168.39

FAQ About Western Financial Corp/CA and TRGP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Western Financial Corp/CA reported owning TRGP?

Western Financial Corp/CA reported TRGP across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported TRGP position in Western Financial Corp/CA's portfolio?

The largest reported portfolio weight for TRGP was 0.70% in 2025 Q1.

What is the latest reported TRGP position on this page?

The most recent filing on this page is 2025 Q3, when Western Financial Corp/CA reported 6,434 shares, equal to 0.47% of portfolio, with an estimated market value of $1.1M.

What does the chart on this TRGP ownership page compare?

The chart compares Western Financial Corp/CA's quarterly TRGP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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