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Timothy G. Youngquist 2020 Irrevocable Trust’s Citizens Financial Group CFG Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-151
Closed -$9.05K – 184
2026
Q1 		$9.05K Buy
+151
New +$9.28K ﹤0.01% 410

Other funds holding CFG

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

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

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Citizens Financial Group (CFG) in Q2 2026, closing a stake of 151 shares — an estimated $9.05K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in CFG in Q1 2026 and held it in 1 quarter. The position peaked at $9.05K in Q1 2026. 607 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Citizens Financial Group position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 151 Citizens Financial Group shares in Q2 2026, an estimated $9.05K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Citizens Financial Group in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Citizens Financial Group position peaked at $9.05K in Q1 2026.
  • 607 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

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