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Timothy G. Youngquist 2020 Irrevocable Trust’s Berkshire Hathaway Class B BRK.B Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’s Portfolio BRK.B Stock Details BRK.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-649
Closed -$311K – 165
2026
Q1 		$311K Buy
+649
New +$319K 0.13% 108

Other funds holding BRK.B

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Berkshire Hathaway Class B (BRK.B) in Q2 2026, closing a stake of 649 shares — an estimated $311K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in BRK.B in Q1 2026 and held it in 1 quarter. The position peaked at $311K in Q1 2026. 3,317 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Berkshire Hathaway Class B position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 649 Berkshire Hathaway Class B shares in Q2 2026, an estimated $311K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Berkshire Hathaway Class B in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Berkshire Hathaway Class B position peaked at $311K in Q1 2026.
  • 3,317 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

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