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Timothy G. Youngquist 2020 Irrevocable Trust’s Raymond James Financial RJF Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’s Portfolio RJF Stock Details RJF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-62
Closed -$8.98K – 403
2026
Q1 		$8.98K Buy
+62
New +$9.83K ﹤0.01% 412

Other funds holding RJF

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HA
Harfst & Associates Sheridan, Wyoming $643M AUM 24.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

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

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Raymond James Financial (RJF) in Q2 2026, closing a stake of 62 shares — an estimated $8.98K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in RJF in Q1 2026 and held it in 1 quarter. The position peaked at $8.98K in Q1 2026. 486 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Raymond James Financial position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 62 Raymond James Financial shares in Q2 2026, an estimated $8.98K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Raymond James Financial in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Raymond James Financial position peaked at $8.98K in Q1 2026.
  • 486 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

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