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Timothy G. Youngquist 2020 Irrevocable Trust’s Broadridge BR Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-41
Closed -$6.66K – 164
2026
Q1 		$6.66K Buy
+41
New +$7.79K ﹤0.01% 443

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

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

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Broadridge (BR) in Q2 2026, closing a stake of 41 shares — an estimated $6.66K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in BR in Q1 2026 and held it in 1 quarter. The position peaked at $6.66K in Q1 2026. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 41 Broadridge shares in Q2 2026, an estimated $6.66K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Broadridge in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Broadridge position peaked at $6.66K in Q1 2026.
  • 1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

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