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Timothy G. Youngquist 2020 Irrevocable Trust’s Sempra SRE Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’s Portfolio SRE Stock Details SRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-230
Closed -$22.3K – 428
2026
Q1 		$22.3K Buy
+230
New +$21K 0.01% 306

Other funds holding SRE

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

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

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Sempra (SRE) in Q2 2026, closing a stake of 230 shares — an estimated $22.3K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in SRE in Q1 2026 and held it in 1 quarter. The position peaked at $22.3K in Q1 2026. 715 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Sempra position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 230 Sempra shares in Q2 2026, an estimated $22.3K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Sempra in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Sempra position peaked at $22.3K in Q1 2026.
  • 715 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

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