TGY2IT
BNY

Timothy G. Youngquist 2020 Irrevocable Trust’s Bank of New York Mellon BNY Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’s Portfolio BNY Stock Details BNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-246
Closed -$29.2K – 158
2026
Q1 		$29.2K Buy
+246
New +$29.3K 0.01% 270

Other funds holding BNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's BNY Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Bank of New York Mellon (BNY) in Q2 2026, closing a stake of 246 shares — an estimated $29.2K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in BNY in Q1 2026 and held it in 1 quarter. The position peaked at $29.2K in Q1 2026. 1,122 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Bank of New York Mellon position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 246 Bank of New York Mellon shares in Q2 2026, an estimated $29.2K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Bank of New York Mellon in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Bank of New York Mellon position peaked at $29.2K in Q1 2026.
  • 1,122 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.