TGY2IT
XYZ

Timothy G. Youngquist 2020 Irrevocable Trust’s Block Inc XYZ Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-198
Closed -$11.9K – 507
2026
Q1 		$11.9K Buy
+198
New +$12K 0.01% 370

Other funds holding XYZ

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

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

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Block Inc (XYZ) in Q2 2026, closing a stake of 198 shares — an estimated $11.9K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in XYZ in Q1 2026 and held it in 1 quarter. The position peaked at $11.9K in Q1 2026. 556 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Block Inc position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 198 Block Inc shares in Q2 2026, an estimated $11.9K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Block Inc in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Block Inc position peaked at $11.9K in Q1 2026.
  • 556 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

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