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Chapman Financial Group’s Trex TREX Stock Holding History

Chapman Financial Group’s Portfolio TREX Stock Details TREX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$164K Sell
4,495
-300
-6% -$12.1K 0.12% 138
2025
Q4 		$168K Sell
4,795
-7,775
-62% -$314K 0.11% 137
2025
Q3 		$649K Buy
+12,570
New +$766K 0.45% 62

Other funds holding TREX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Chapman Financial Group's TREX Position: Q1 2026 in Review

Chapman Financial Group reduced its Trex (TREX) stake by 6.3% in Q1 2026, selling an estimated $12.1K and leaving 4,495 shares worth $164K. The position accounts for 0.12% of the portfolio, ranked #138.

Chapman Financial Group first reported a position in TREX in Q3 2025 and has held it in 3 quarters since. The position peaked at $649K in Q3 2025. 422 funds tracked by Wall St. Rank hold TREX as of Q1 2026.

  • Chapman Financial Group held 4,495 shares of Trex worth $164K as of Q1 2026.
  • Chapman Financial Group sold 300 Trex shares in Q1 2026, an estimated $12.1K.
  • Trex made up 0.12% of Chapman Financial Group's portfolio in Q1 2026, its #138 holding.
  • Chapman Financial Group first reported a position in Trex in Q3 2025 and has held it in 3 quarters since.
  • Chapman Financial Group's Trex position peaked at $649K in Q3 2025.
  • 422 funds tracked by Wall St. Rank held Trex as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.