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Timothy G. Youngquist 2020 Irrevocable Trust’s Visa V Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-597
Closed -$180K – 469
2026
Q1 		$180K Buy
+597
New +$192K 0.08% 127

Other funds holding V

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Visa (V) in Q2 2026, closing a stake of 597 shares — an estimated $180K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in V in Q1 2026 and held it in 1 quarter. The position peaked at $180K in Q1 2026. 2,970 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Visa position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 597 Visa shares in Q2 2026, an estimated $180K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Visa in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Visa position peaked at $180K in Q1 2026.
  • 2,970 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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