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Timothy G. Youngquist 2020 Irrevocable Trust’s S&P Global SPGI Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-111
Closed -$47.2K – 425
2026
Q1 		$47.2K Buy
+111
New +$51.5K 0.02% 225

Other funds holding SPGI

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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

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

Timothy G. Youngquist 2020 Irrevocable Trust sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 111 shares — an estimated $47.2K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in SPGI in Q1 2026 and held it in 1 quarter. The position peaked at $47.2K in Q1 2026. 1,142 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 111 S&P Global shares in Q2 2026, an estimated $47.2K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in S&P Global in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's S&P Global position peaked at $47.2K in Q1 2026.
  • 1,142 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

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