TGY2IT
SW

Timothy G. Youngquist 2020 Irrevocable Trust’s Smurfit Westrock SW Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’s Portfolio SW Stock Details SW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-183
Closed -$7.29K – 504
2026
Q1 		$7.29K Buy
+183
New +$7.89K ﹤0.01% 439

Other funds holding SW

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
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Smurfit Westrock (SW) in Q2 2026, closing a stake of 183 shares — an estimated $7.29K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in SW in Q1 2026 and held it in 1 quarter. The position peaked at $7.29K in Q1 2026. 326 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Smurfit Westrock position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 183 Smurfit Westrock shares in Q2 2026, an estimated $7.29K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Smurfit Westrock in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Smurfit Westrock position peaked at $7.29K in Q1 2026.
  • 326 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

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