Rothwell Investment Advisors, LLC’s TriMas Corp TRS Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio TRS Stock Details TRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$13.6K	Buy	+352	New	+$14K	0.01%	708

Other funds holding TRS

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Kestrel Investment Management San Mateo, California $173M AUM 27.72% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Rothwell Investment Advisors, LLC's TRS Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in TriMas Corp (TRS) in Q3 2026: 352 shares worth $13.6K. The stake represents 0.01% of the portfolio and ranks #708 among its holdings.

59 funds tracked by Wall St. Rank hold TRS as of Q3 2026.

Rothwell Investment Advisors, LLC held 352 shares of TriMas Corp worth $13.6K as of Q3 2026.
TriMas Corp was a new Rothwell Investment Advisors, LLC position in Q3 2026.
TriMas Corp made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #708 holding.
59 funds tracked by Wall St. Rank held TriMas Corp as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.