TGY2IT
C icon

Timothy G. Youngquist 2020 Irrevocable Trust’s Citigroup C Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-632
Closed -$71.7K – 169
2026
Q1 		$71.7K Buy
+632
New +$72K 0.03% 191

Other funds holding C

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Citigroup (C) in Q2 2026, closing a stake of 632 shares — an estimated $71.7K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in C in Q1 2026 and held it in 1 quarter. The position peaked at $71.7K in Q1 2026. 1,647 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Citigroup position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 632 Citigroup shares in Q2 2026, an estimated $71.7K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Citigroup in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Citigroup position peaked at $71.7K in Q1 2026.
  • 1,647 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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