TGY2IT
SGI

Timothy G. Youngquist 2020 Irrevocable Trust’s Somnigroup International SGI Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’s Portfolio SGI Stock Details SGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-314
Closed -$23.2K – 508
2026
Q1 		$23.2K Buy
+314
New +$27.2K 0.01% 299

Other funds holding SGI

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
MDSL
M.D. Sass LLC New York $1.53B AUM 30.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HP
Highlander Partners Dallas, Texas $298M AUM 53.88% 1-Year Est. Return

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

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Somnigroup International (SGI) in Q2 2026, closing a stake of 314 shares — an estimated $23.2K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in SGI in Q1 2026 and held it in 1 quarter. The position peaked at $23.2K in Q1 2026. 224 funds tracked by Wall St. Rank hold SGI as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Somnigroup International position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 314 Somnigroup International shares in Q2 2026, an estimated $23.2K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Somnigroup International in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Somnigroup International position peaked at $23.2K in Q1 2026.
  • 224 funds tracked by Wall St. Rank held Somnigroup International as of Q2 2026.

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