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Timothy G. Youngquist 2020 Irrevocable Trust’s T. Rowe Price TROW Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’s Portfolio TROW Stock Details TROW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-77
Closed -$6.94K – 453
2026
Q1 		$6.94K Buy
+77
New +$7.46K ﹤0.01% 441

Other funds holding TROW

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
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LKBC
L.K. Benson & Company Baltimore, Maryland $332M AUM 19.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

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

Timothy G. Youngquist 2020 Irrevocable Trust sold out of T. Rowe Price (TROW) in Q2 2026, closing a stake of 77 shares — an estimated $6.94K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in TROW in Q1 2026 and held it in 1 quarter. The position peaked at $6.94K in Q1 2026. 688 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining T. Rowe Price position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 77 T. Rowe Price shares in Q2 2026, an estimated $6.94K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in T. Rowe Price in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's T. Rowe Price position peaked at $6.94K in Q1 2026.
  • 688 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

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